Robert Krafft is a CFA-designated registered investment advisor at Luminary Wealth, based in Fort Wayne, IN, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 70 clients with $77M 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 | 1.25% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Minimum annual fee of $6,250, which may be waived.
Fee Estimator
Location
7910 Carnegie Blvd., Fort Wayne, IN, 46804
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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
Robert is a principal and financial advisor at Capstone Advisors, LLC since 2002. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Luminary Wealth
Previous Registrations
Larson Financial Group, LLC
Capstone Advisors, LLC
State Registrations1 state
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