Invest in your future
We started Crafted Finance to offer high-end financial planning and investment services at a reasonable cost. We want to be THE combination of value and affordability people are looking for. If your goal is to maximize your wealth – we don't want to slow you down with high fees. What makes us unique is we don't combine financial planning and investment management in one fee. They are two separate jobs that add value to you in different ways. Aligning our incentive with the task at hand simply made sense to us.
Fundamental
Financial Planning
$900 per year
Investments Managed by Crafted
.50% of balance < $1 million
.25% of balance > $1 million
per year
Children’s investment accounts
No Fee
Applies to 529 Plans and Coverdell Education Savings Accounts.
Tailored
Financial Planning
$1,200 per year
Investments Managed by Crafted
.50% of balance < $1 million
.25% of balance > $1 million
per year
Children’s investment accounts
No Fee
Applies to 529 Plans and Coverdell Education Savings Accounts.
Artisan
Financial Planning
$2,400 per year
Investments Managed By Crafted
.50% of balance < $1 million
.25% of balance > $1 million
per year
Children’s investment accounts
No Fee
Applies to 529 Plans and Coverdell Education Savings Accounts.
Retirement Benefits
Setup
$500
waived if plan assets > $100,000
Asset Based
.50% on the first $500,000
.25% on the next $2,500,000
.15% on the next $7,000,000
.05% on amounts over $10 million