Cratero Capital offers tailored asset management using model portfolios of exchange-traded funds. They also provide financial planning covering financial goals, cash flow, investments, retirement, business planning for creators, tax strategies, estate planning, and insurance. Cratero's financial planning is designed to achieve clients' stated financial goals and objectives.
Assets Under Management$2.1M
Clients8
Advisors1
Avg. per Client$260K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Cratero Capital offers two investment management fee structures:
- Comprehensive financial planning including investment management: A flat monthly fee ranging from $100 to $500 ($1,200 to $6,000 annually) based on the client's annual revenue. The fee will be no greater than 2.5% of annual revenue, or $6,000 annually.
- Performance-based portfolio management: An annual fee of 2.00% of the portfolio's value, plus 20% of the capital appreciation above an 8% hurdle rate. This is only available to qualified clients.
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