Craig Morrill is a registered investment advisor at Summit Global Investments, LLC, based in Wake Forest, NC, with 1 years of industry experience. Craig 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. Their firm serves 7,475 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.
Fee Estimator
Location
Wake Forest, NC
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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
Craig is the owner/operator of KC Lux Properties, a real estate business focused on AirBNB and wholesale properties, since April 2023. He dedicates a few hours per week to real estate acquisition and management.
Employment History
Current Registrations
Summit Global Investments, LLC
State Registrations2 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.
Exams
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