Craig Ferguson is a registered investment advisor at Anderson Griggs Investments, based in Rock Hill, SC, with 30 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 170 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anderson Griggs Investments charges a percentage of your assets under management each year, billed quarterly. The fee varies depending on the investment strategy used (Focused Growth & Focused Balanced, or Capital Markets Balanced & Capital Markets Growth) and the amount you invest. Fees are negotiable for accounts over $5,000,000.
Focused Growth & Focused Balanced:
- 1.3125% on the first $100,000 of assets
- 1.1250% on the next $100,000 of assets
- 0.9375% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets
Capital Markets Balanced & Capital Markets Growth:
- 1.7500% on the first $100,000 of assets
- 1.5000% on the next $100,000 of assets
- 1.2500% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets
Location
113 E. Main Street, Suite 310, Rock Hill, SC, 29730
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 →Employment History
Current Registrations
Anderson Griggs Investments
Previous Registrations
Dempsey Lord Smith, LLCBroker
Southeast Investments, N.c., INC.Broker
Nationwide Securities, LLCBroker
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
Wachovia Securities, INC.Broker
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.