Craig Heah is a registered investment advisor at The Main Street Group, based in Glen Allen, VA, with 4 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 765 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Main Street Group charges a fee based on the value of your portfolio. The specific percentage is outlined in your agreement. The more assets managed, the lower the percentage fee may be. Fees are deducted from your account quarterly or monthly. The firm may charge a lower fee, a flat fee, or waive the fee entirely based on various factors.
Location
4510 Cox Road, Suite 102, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig works as a project manager for Dominion Energy, spending about 10% of his time on license renewal applications. He also serves as a board member for Comfort Zone Camp, dedicating a few hours per week to general duties and the finance committee.
Employment History
Current Registrations
The Main Street Group
State Registrations1 state
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