Craig Family Office offers tailored investment portfolio management and continuous advice based on individual client needs. They develop investment plans with asset allocation targets and manage portfolios accordingly. They also offer comprehensive financial planning on an hourly basis, covering various topics like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, real estate, retirement planning, risk management, and tax strategies. The firm has a minimum combined account size of $800,000.
Assets Under Management$22M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.13% |
The minimum AUM for combined client accounts is $800,000, but this is negotiable. Altruist model portfolios may have additional fees ranging from 0 to 0.85%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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