Craig Fishel
Craig Fishel is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Winston-Salem, NC, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B 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 | 1.85% |
Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.
Fee Estimator
Location
8606 North Nc Highway, 109, Winston-Salem, NC, 27107
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Horace Mann Investors, INC.Broker
Edward JonesBroker
Edward Jones
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
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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