Craig Simmons is a registered investment advisor at Skyoak Wealth, based in Southfield, MI, with 29 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 450 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SkyOak Wealth charges an annual fee based on a percentage of the value of your investments. The exact fee can vary from 0.050% to 1.95% depending on your situation, investment style, and the scope of services required. The fee is charged either quarterly or monthly, in advance.
Location
28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034
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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 ActivitiesSells Insurance
Craig is an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2002. This activity requires minimal time.
Employment History
Current Registrations
Skyoak Wealth
Previous Registrations
Bks Advisors, LLC
Brandt, Kelly & Simmons Securities, LLCBroker
Linsco/private Ledger CORP.Broker
Smith Barney INC.Broker
Edward D. Jones & CO., L.P.Broker
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.