Craft Wealth Management (CWM) offers investment advice designed to meet your specific needs and investment goals. CWM gathers information about your risk tolerance and financial profile to recommend a portfolio. CWM monitors and rebalances your portfolio as market conditions change. CWM offers both discretionary and non-discretionary portfolio management services. CWM may recommend clients direct portfolio trades to Craft Capital Management (CCM), the Firm’s affiliate broker dealer.
Fee Structure
Craft Wealth Management's fees for managing your investments are based on a percentage of your portfolio's value. The exact percentage is negotiable, but the maximum annual fees are:
- Up to $249,999: 2.50%
- $250,000 - $499,999: 2.40%
- $500,000 - $999,999: 2.25%
- $1,000,000 and up: 1.95%
Clients using the SSGA platform will be charged 1.30% per year, plus 0.15% to NextCapital. There is also an annual maintenance fee of $60.