Paul Kraft
Paul Kraft is a registered investment advisor at Integrity Advisory Solutions, based in Indianapolis, IN, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
135 N. Pennsylvania Street, Suite 1100, Indianapolis, IN, 46204
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Other Business Activities
Paul is an Investment Advisor Representative for American Academy Wealth and Owner/President/IAR of Frank & Kraft Wealth Coaching, LLC, taking about 10-20% and about a quarter of his time, respectively. He also works as an attorney/owner/president for Frank & Kraft, A Professional Corporation, dedicating significantly more than full-time hours, and is involved in various board member positions for several charities, taking a few hours per week for each.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Frank & Kraft Wealth Coaching, INC.
1st Global Advisors INC
Sii Investments, INC.
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.