Charles Craig is a CFP-designated registered investment advisor at C.E.C. Wealth Management, based in Tulsa, OK, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 95 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm reserves the right to make its management fee rate negotiable at its discretion.
Fee Estimator
Location
Tulsa, OK
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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 →Employment History
Current Registrations
C.E.C. Wealth Management
Previous Registrations
Meliora Capital
Pinnacle Investment Advisors
State Registrations2 states
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