Cravens Brothers Private Wealth Management LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Cravens Brothers Private Wealth Management offers investment management and financial planning services. For investment management, Cravens determines investment goals, risk tolerance, and time horizons to create a suitable investment program. Clients must approve each transaction before it is executed. Financial planning covers wills, estate plans, investments, taxes, retirement income, and college planning. Clients are not obligated to act on Cravens' recommendations or to execute transactions through them.
Assets Under Management$140M
Clients44
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable based on various factors. Lower fees are charged for fixed income only portfolios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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