| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
555 Great Circle Road, Nashville, TN, 37228
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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 →Cortney holds a Tennessee insurance license and offers insurance products through Kraft Financial Services, LLC, a subsidiary of Kraft Asset Management. She acts as a consultant/agent and spends minimal time on these activities, primarily consulting with insurance providers and helping clients meet their insurance needs.