How does the advisor help clients – Key Takeaways:
CRAFT ASSET MANAGEMENT is committed to providing exceptional financial expertise and guidance to their clients. Their team of experienced advisors utilize their knowledge, resources, and personalized approach to help clients reach their financial goals.
Facts and Insights
CRAFT ASSET MANAGEMENT has been in business for over 20 years, managing assets for a diverse range of clients. They have a strong track record of delivering solid returns for their clients and offer a variety of financial services to cater to individual needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
CRAFT ASSET MANAGEMENT offers a wide range of financial services tailored to meet the needs of their clients. This includes portfolio management, retirement planning, tax planning, estate planning, and more.
Client Types
CRAFT ASSET MANAGEMENT serves a diverse set of clients including high-net-worth individuals, families, and businesses. They understand that every client has unique financial goals and work closely with them to create personalized strategies.
Fees & Compensation
CRAFT ASSET MANAGEMENT is a fee-based advisory firm, which means they charge a percentage of the assets they manage as their fee. This fee is transparent, and they do not earn any commissions or incentives for recommending specific investments.
Background
The team at CRAFT ASSET MANAGEMENT has years of experience in the financial industry and consistently stays up-to-date with the latest trends and regulations. They pride themselves on their professionalism, integrity, and commitment to providing top-notch financial advice.
Financial Advisor Disclosures to Know
- CRAFT ASSET MANAGEMENT is a registered investment advisor.
- Their advisors are fiduciaries, meaning they are legally obligated to act in the best interest of their clients.
- They may have the potential for conflicts of interest, but they are transparent about their compensation and will always prioritize the needs of their clients.