Craft & Sage Wealth offers portfolio management, investment analysis, and financial planning to individuals, high net worth individuals, businesses, and charitable organizations. They use quantitative, fundamental, technical, and economic analysis to determine investments. Financial planning includes advice on retirement income, risk management, tax reduction, and investment strategies. Clients can choose investment management, financial planning, or both.
Assets Under Management$290M
Clients513
Advisors8
Avg. per Client$560K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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