Craig Albers
Craig Albers is a CFP-designated registered investment advisor at Investment Advisors Group, LLC, based in Jacksonville, IL, with 32 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 265 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
These fees apply to the Full Advisory Solution. The Entry Level Solution has a 0.5% annual fee, and the Digital Advisory Solution has a 0.9% annual fee.
Fee Estimator
Location
360 W. College Ave, Jacksonville, IL, 62650
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig has outside employment with Jacksonville School District, University of IL Springfield, and Illinois College as a sporting event public announcer. He also operates Investment Advisors Group as a DBA for his LPL business and provides investment advisory services, dedicating full-time hours to this activity. Additionally, Craig works as a notary.
Employment History
Current Registrations
LPL Financial LLCBroker
Investment Advisors Group, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.