Kathryn Kraft
Kathryn Kraft is a CFP-designated registered investment advisor at Kraft Financial, LLC, based in Bloomington, IL, with 21 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 35 clients with $36M 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 $100K | 1.50% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Accounts are aggregated by household when determining total assets under management. Our fee schedule is tiered, with households having a blended fee rate. Fees are not negotiable.
Fee Estimator
Location
1701 E Empire St. Ste 360, Bloomington, IL, 61704
Get directionsHistory
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
Kathryn is an independent insurance agent since 2010, working with clients to assess their needs and find contracts for life insurance and annuities. She dedicates minimal time to this activity outside of trading hours.
Employment History
Current Registrations
Kraft Financial, LLC
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.