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Craig Robison

32 Years of Experience
Ann Arbor, MI
1 DisclosureBroker

Craig Robison is a registered investment advisor at Raymond James & Associates, INC., based in Ann Arbor, MI, with 32 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

350 S. Main, Suite 100, Ann Arbor, MI, 48104

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 16 yrs 1 mo
Raymond James & Associates, INC.
August 2003 - Present · 23 yrs 2 mos
Raymond James & Associates, INC.Broker
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Wachovia Securities, LLC
March 2000 - August 2003 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
February 1995 - August 2003 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
December 1993 - March 1995 · 1 yr 3 mos
State Registrations40 states
AKALARAZCACOCTDCFLGAIAILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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