| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
226 W. Eldorado, Decatur, IL, 62522
Get directionsNo 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 →Craig is a part-owner of Moncey Properties (rental properties), Maine Street Wealth Management LLC, Quincy Office Worx LLC, SMJ LLC, and Financial Planning Services. He also sells fixed insurance products through Brokerage Unlimited, dedicating a few hours per week to this activity.