Kraft Financial offers financial consulting and personalized investment management services. Services include financial goal setting, comprehensive financial planning for a monthly fee, retirement income advice, and educational account funding advice. Kraft Financial acts as a fiduciary, required to act in the client's best interest.
Assets Under Management$36M
Clients35
Advisors1
Avg. per Client$1M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Accounts are aggregated by household when determining total assets under management. Our fee schedule is tiered, with households having a blended fee rate. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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