Paul Craig is a ChFC-designated registered investment advisor at Craig Family Office, based in Spokane, WA, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.13% |
The minimum AUM for combined client accounts is $800,000, but this is negotiable. Altruist model portfolios may have additional fees ranging from 0 to 0.85%.
Fee Estimator
Location
Spokane, WA
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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.
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Paul is the Founder and President of PJSK Craig LLC, a family rental property business. He does not devote time to this activity during trading hours, and it is not investment related.
Employment History
Current Registrations
Craig Family Office
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.