Kraft Capital offers investment management and financial planning services to individuals, high-net-worth individuals, businesses, and charitable organizations. KC develops investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, education, estate, insurance, retirement, and tax strategies. KC also offers educational seminars.
Assets Under Management$430K
Clients9
Advisors2
Avg. per Client$48K
Avg. per Advisor$220K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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