Kraft Asset Management, LLC
Assets Under Management
$453.7M
Number of Clients
232
Number of Advisors
N/A
Average Client AUM
$2.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kraft Asset Management (KAM) offers investment management, financial planning, next-generation financial planning, and employee benefit retirement plan services. KAM works with clients to determine investment objectives and risk profiles, designing written investment policy statements. KAM is owned by KraftCPAs, PLLC.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M - $6.0M | 0.70% |
| $6M+ | 0.50% |
Fees may be negotiable. Members/employees of KraftCPAs and affiliates are charged a maximum of 0.60%.
Fee Estimator
Investment management fees are based on a percentage of assets under management. Financial planning fees are charged either hourly ($175-$400/hour) or as a fixed fee ($1,500-$5,000), depending on complexity. Next Generation Financial Planning has a $1,500 initial fee and a $175/month subscription. A minimum of $1,000,000 of assets under management is generally required for investment management services, and $500,000 for fixed income portfolios. Employee benefit retirement plan fees are also based on a percentage of assets under advisement.
Areas of Practice
Location
555 Great Circle Road, Nashville, TN, 37228