Craven Capital offers financial planning and investment management services. Financial planning covers areas like cash management, risk management, insurance, estate planning, taxes, retirement, and education funding. For investment management, Craven Capital creates individualized portfolios based on client objectives, time frame, and risk tolerance, using bonds, stocks, and other securities. Craven Capital's investment philosophy emphasizes value, safety, and quality in seeking global investment options.
Assets Under Management$50K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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