Paul Craig
Paul Craig is a registered investment advisor at Tower Wealth Advisors, INC., based in Wheaton, IL, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 218 clients with $49M 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 $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 2.10% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.80% |
TWA, in its sole discretion, may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
301 S. County Farm Rd, Suite D, Wheaton, IL, 60187
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 ActivitiesSells Insurance
Paul works full-time as a teacher for Glenbard Township High School. He is also an insurance agent selling indexed annuities, fixed annuities, and life insurance, dedicating about 10-20% of his time to this. Additionally, Paul is the head golf coach at Wheaton College, spending about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Tower Wealth Advisors, INC.
Previous Registrations
Formulafolios Distributors, INC.
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Southeast Investments, N.c., INC.Broker
Tower Wealth Advisors, INC.
Formulafolios Distributors, INC.
Formulafolios Distributors, INC.
Formulafolios Distributors, INC.
Ausdal Financial Partners, INC.Broker
Securities America, INC.Broker
State Registrations1 state
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.