AFTER THAT:
INTRO MEETING
Financial planning, crafted around the unexpected turns.
Financial planning, crafted around the unexpected turns.
OUR ADVICE
Financial planning, crafted around the unexpected turns.
Financial planning, crafted around the unexpected turns.
Good Questions
Our fees are based on the volume of your assets that we manage, in addition to an initial one-time fee based on the complexity of your situation.
Fee-only refers to how an advisor is paid. Our fee is solely for our advice. There are no hidden fees, commissions, or kickbacks.
We often see new clients' portfolios built from inefficient funds that had hidden commissions built in. We can walk you through your current portfolio and explain how we may differ.
We are a fiduciary and take that oath seriously. It means we are legally bound to put your interests above anything else.
We require all client assets to be managed by CRAFTED Wealth (with the exception of certain employer plans and unique circumstances).
We want to ensure that our planning decisions stay on track, which managing investments allows us to do.
We do not have asset minimums, but we do have a fee minimum of $12,000 per year regardless of what we manage.
This includes our core services of ongoing financial planning, investment management, and tax planning.
You can learn more about our fees here →
Financial planning is a long-term relationship and we want it to be a happy one. It's important that we feel comfortable with each other in order to be honest, and we also like to enjoy the work.
During our introductory conversation, we'll assess if we feel we can best serve you, as well as if we feel a sense of 'chemistry'.
We look for people who are excited to do this work, and will show up to every meeting ready to engage. A key indicator is if we sense you'll be comfortable trusting us to make moves.
If DIY is essential to you, we might not be your best choice.
We work with clients across the U.S.
We know a lot about life in the midwest, west coast, and east coast, in particular. We tend to work with people from those areas (CRAFTED Wealth was founded in Venice, California).
EMAIL US
Have a question? Want to get in touch?
If you're looking for financial planners that put great care into their craft, we'd love to meet you.
