Crafted Wealth Management (CWM) offers financial planning and investment advisory services. CWM provides hand-crafted financial plans on a transactional basis for a flat fee. CWM also offers ongoing wealth management and building programs for a fixed monthly/quarterly fee, which includes personalized interactions, comprehensive financial planning, and investment advisory services. CWM uses a third-party money manager, Vise AI Advisors, to manage client investments.
Fee Structure
Crafted Wealth Management's investment advisory services are offered as part of the ongoing wealth management and building programs. The annual fee for these programs includes financial planning and investment advice, and consists of a fixed annual fee between $4,000 and $12,000, based on complexity, plus up to 0.50% of the value of your portfolio.
