LifeCraft Wealth Management offers investment advice and financial planning to individuals and high net worth individuals. As a fiduciary, LifeCraft is legally required to act in your best interest. Investment management includes creating a portfolio strategy using mutual funds, exchange-traded funds, and individual stocks or bonds. Financial planning covers areas like retirement, education, and insurance needs. LifeCraft may recommend independent managers for a portion of your portfolio.
Assets Under Management$65M
Clients118
Advisors1
Avg. per Client$550K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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