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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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% |
Fees are calculated as 0.125% of assets under management. Craig Family Office may negotiate, reduce, or waive fees for family members of the founder.
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.
Learn about disclosures →Other Business Activities
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.
Exams
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