Craig Dawson is a registered investment advisor at Arkos Global Advisors, LLC, based in Houston, TX, with 17 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 418 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
418 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees above $5,000,000 are negotiable.

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

4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Arkos Global Advisors, LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Hightower Advisors, LLC
November 2018 - April 2022 · 3 yrs 5 mos
Hightower Securities, LLCBroker
September 2018 - April 2022 · 3 yrs 7 mos
Hightower Private Client
August 2017 - December 2018 · 1 yr 4 mos
Salient Capital L.P.Broker
July 2011 - September 2018 · 7 yrs 2 mos
Salient Capital Advisors, LLC
July 2010 - October 2017 · 7 yrs 3 mos
Telemus Investment Brokers, LLCBroker
April 2008 - July 2010 · 2 yrs 3 mos
State Registrations1 state
TX
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.