LifeCraft Wealth Management is a registered investment advisor located in Sunrise, Florida, founded in 2013. LifeCraft provides customized investment management and financial planning services primarily to individuals and high net worth individuals. When managing investments, LifeCraft builds diversified portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals, time horizon, and risk tolerance. LifeCraft operates as a fiduciary, meaning the firm is legally required to act in your best interest. In addition to portfolio management, LifeCraft offers comprehensive financial planning covering retirement, education savings, personal savings, and insurance needs, available either on an hourly basis or for a fixed fee. LifeCraft does not have a set minimum account size to open a relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.45% |
Fees are negotiable at the sole discretion of the firm. Client fees take into consideration aggregate assets under management with LifeCraft.