Crafted Finance, LLC offers ongoing financial planning for a fixed cost, investment management services, and project-based financial planning. For investment management, Crafted Finance uses sub-advisors such as Atria Investments, LLC, Altruist, and Betterment LLC. Crafted Finance works with individuals, high net-worth individuals, and pension and profit-sharing plans.
Assets Under Management$65M
Clients156
Advisors1
Avg. per Client$420K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $11.0M | 0.25% |
| $11M+ | 0.25% |
Fees are negotiable for amounts over $11,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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