Craft Wealth Services offers ongoing investment management based on your financial situation and goals. They also provide financial planning services covering areas like retirement, college, estate, and investment planning. Craft Wealth Services tailors its advice to your individual needs and allows you to place reasonable restrictions on your account.
Assets Under Management$92M
Clients248
Advisors7
Avg. per Client$370K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based upon factors such as the type of client, the complexity of the client's situation, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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