Craig Caldwell
Craig Caldwell is a registered investment advisor at Edward Jones, based in Slippery Rock, PA, with 10 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
125 Franklin St, Slippery Rock, PA, 16057
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Craig owns and operates Smoke & Shine, a catering business for smoked meats with a distillery license, since 2022. He also serves as CEO of Smoke & Shine's distillery operations since 2023, dedicating minimal time to this role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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