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Andrew Craig

2 Years of Experience
Petoskey, MI

Andrew Craig is a registered investment advisor at Maripau Wealth Management LLC, based in Petoskey, MI, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,064 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,064 clients
Average Client Portfolio
$342K average
Assets Under Management
$363.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual asset-based fees typically range between 1.00% and 2.00% per year. Fees are negotiable and depend on account complexity, investment strategy, asset level, and financial planning scope.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3890 Charlevoix Ave, Suite 305A, Petoskey, MI, 49770

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew is a 50% owner and member-manager-owner of Escape Games LI LLC, a physical escape room business, since July 2018. He spends a few hours per week on payroll, bookkeeping, and liaising with the on-site manager.

Employment History
Current Registrations
Maripau Wealth Management LLC
July 2024 - Present · 2 yrs 3 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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