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About CRAFTED FINANCE, LLC
CRAFTED FINANCE, LLC is a leading financial advising company with a team of experienced and knowledgeable advisors. With a focus on providing high-quality financial guidance and services, CRAFTED FINANCE, LLC strives to help its clients achieve their financial goals in a comprehensive and efficient manner.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Comprehensive and personalized financial plans
- Efficient and effective management of assets
- Ongoing monitoring and adjustments to financial plans
- Access to a team of experienced advisors
Facts and Insights
CRAFTED FINANCE, LLC has been in business for over 10 years and has established a strong reputation for its expertise and professionalism. The company currently has over $1 billion in assets under management and a team of 20 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | Over 10 years |
Financial Services Offered
CRAFTED FINANCE, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer planning
Client Types
CRAFTED FINANCE, LLC provides financial advice and services to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
CRAFTED FINANCE, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the company’s interests are aligned with those of its clients, as the more the client’s assets grow, the more the company earns. The company also does not receive any commissions or other forms of compensation for recommending specific products or services to clients.
Background
The advisors at CRAFTED FINANCE, LLC hold a variety of certifications and designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse range of expertise allows the company to offer holistic and tailored financial advice to its clients.
Financial Advisor Disclosures to Know
CRAFTED FINANCE, LLC is dedicated to transparency and fully discloses any potential conflicts of interest to its clients. Additionally, the company is registered with the Securities and Exchange Commission (SEC) and must adhere to strict regulations and guidelines.