Assets Under Management
$248.4M
Number of Clients
229
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$124.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cravens & Company Wealth Management offers investment advisory, private client, and family office services to high-net-worth families, executives, healthcare and legal professionals, and retirees. Services include financial, tax, and estate planning with customized, discretionary investment management. They also provide consulting services to retirement plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees may be negotiated at our discretion.
1080 Interstate Drive, Cookeville, TN, 38501