Craftwork Capital provides financial planning and investment management services tailored to individual client needs. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Investment management is discretionary, using model portfolios and various securities. Craftwork Capital also offers web-based portfolio management through Zoe Financial's platform and may recommend independent managers.
Assets Under Management$85M
Clients132
Advisors3
Avg. per Client$650K
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances. The firm treats cash and cash equivalents as an asset class.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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