Craig Skeels
Craig Skeels is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Oxnard, CA, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
300 E Esplanade Drive, Suite 1800, Oxnard, CA, 93036
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Craig is a partner, CEO, and co-owner of Skeels & Fox Wealth Management, LLC and owner of Skeels and Wheels, LLC, both facilitating securities, advisory, and insurance business. He also engages in fixed insurance sales, marketing/trading classic cars, and co-owns multiple residential rental properties.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
United Capital Financial Advisers
Girard Securities, INC.Broker
Girard Securities, INC.
American Express Financial Advisors, INC.
Ids Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations13 states
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.