Craig Moore is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Tampa, FL, with 28 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
100 S. Ashley St., Suite 600 - Office 647, Tampa, FL, 33602
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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 is a member of the R.I. National Guard since 2000, dedicating about 10-20% of his time. He also owns multiple rental properties and co-owns CMMM Services, LLC, a real estate business, spending a few hours per week on each.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Mfs Fund Distributors, INC.Broker
Nationwide Investment Services CorporationBroker
Sun Life Financial Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Allmerica Investments, INC.Broker
Pruco Securities CorporationBroker
State Registrations26 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.