About CRAFTWORK CAPITAL LLC
CRAFTWORK CAPITAL LLC is a financial advisory firm specializing in providing personalized financial solutions to its clients. The firm is renowned for its expertise, experience, and dedication towards helping clients achieve their financial goals. CRAFTWORK CAPITAL LLC believes in building long-term relationships with its clients, which are based on trust, integrity, and transparency.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions based on individual needs and goals
- Offers a diverse range of financial services to meet the unique needs of clients
- Uses a client-focused approach for decision making
- Believes in maintaining transparency and open communication with clients
Facts and Insights
CRAFTWORK CAPITAL LLC was founded in 2008 and has been managing assets for over 12 years. Currently, the firm has $1.5 billion in assets under management and a team of experienced advisors who are dedicated to delivering exceptional financial services to clients. With a proven track record, the firm has earned the trust and satisfaction of its clients, making it a leading financial advisory firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $1.5 billion | 10 | 12 |
Financial Services Offered
- Financial planning and wealth management
- Investment management
- Estate planning and trust services
- Tax planning and preparation
- Retirement planning
Client Types
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
- Family offices
Fees & Compensation
CRAFTWORK CAPITAL LLC believes in transparent and fair pricing for its services. The firm charges a percentage of assets under management as its fee, which is calculated based on a tiered fee schedule. This structure ensures that the firm’s interests are aligned with those of its clients.
Background
CRAFTWORK CAPITAL LLC was founded by John Smith, a highly experienced financial advisor with a CFP® certification. He has over 20 years of experience in the industry and has built a team of dedicated and knowledgeable advisors who share his passion for helping clients achieve financial success. The firm is headquartered in New York City and has a second office in Chicago.
Financial Advisor Disclosures to Know
To maintain transparency and integrity, CRAFTWORK CAPITAL LLC wants clients to be aware of the potential risks and conflicts of interest that may arise while providing financial services. These disclosures are mentioned in the firm’s Form ADV, which clients can request at any time. The firm also has a strict code of ethics and a detailed compliance program in place to ensure that all advisors adhere to ethical standards and regulatory requirements.