Crafted Wealth Management offers personalized investment management and comprehensive financial planning through an ongoing service called the Signature Crafted Wealth Process. Crafted Wealth Management builds custom portfolios aligned with client goals and risk tolerance, incorporating passive investment strategies like index funds and exchange-traded funds. Clients receive continuous monitoring and regular meetings two to four times per year to review cash flow, retirement projections, tax strategies, and estate planning considerations. Crafted Wealth Management also offers standalone hourly consulting and specialized estate planning guidance in collaboration with third-party providers like Vanilla. Founded in 2015 and based in Minneapolis, Minnesota, Crafted Wealth Management manages millions in client assets and is owned by Gabriel Anderson.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable in certain cases. Standalone asset management is available at a negotiated percentage not to exceed 1.00%.
