Craig Watkins is a registered investment advisor at Highland Capital Advisors, LLC, based in Issaquah, WA, with 14 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 133 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are subject to customization considering the size and complexity of the portfolios and the specific scope of services.
Fee Estimator
Location
485 Rainier Blvd North, Suite 103, Issaquah, WA, 98027
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 →Employment History
Current Registrations
Highland Capital Advisors, LLC
Previous Registrations
PNC Capital Advisors LLC
PNC Capital Markets LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Investment Management Services LLCBroker
Conover Capital Management
Conover Securities CorporationBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.