Cravens & Company Wealth Management offers investment advice, private client services, and family office services to high-net-worth families, executives, healthcare and legal professionals, and retirees. They develop holistic financial plans, manage investments, and offer services like tax and estate planning. They also provide consulting services to retirement plan sponsors. Their services are provided on a fee-only basis.
Assets Under Management$250M
Clients229
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Overall portfolio expenses may be lower through a combination of ETFs, list funds, and individual securities. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...