Craig Sims is a registered investment advisor at Westpark Wealth Advisors, INC., based in Giddings, TX, with 7 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 776 clients with $250M 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 | 2.00% |
Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.
Fee Estimator
Location
251 E. Hempstead, Giddings, TX, 78942
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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 →Other Business Activities
Craig owns Sims & Co., a CPA firm, since 1995. This non-investment related activity takes nearly full-time hours, especially during tax season.
Employment History
Current Registrations
Westpark Wealth Advisors, INC.
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.
Exams
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