Craig Adams
Craig Adams is a registered investment advisor at Confidential Management Advisors, INC., based in Troy, MI, with 54 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $150M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are negotiable at the discretion of CMAI for amounts over $1,500,000.
Fee Estimator
Location
1700 West Big Beaver, Suite 320, Troy, MI, 48084
Get directionsHistory
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 ActivitiesSells Insurance
Craig is an independent licensed insurance agent.
Employment History
Current Registrations
Confidential Management Advisors, INC.
Confidential Management Financial Services, INC.Broker
Previous Registrations
Ficast Corporation
Confidential Management Advisors, INC.
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Linsco/private Ledger CORP.Broker
Shearson Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Uslife Equity Sales CORPBroker
Old Line Investment Sales INCBroker
Zenith American Securities CorporationBroker
Multi-Vest Securities INCBroker
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.