Kraft Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kraft Capital works with individuals, businesses, and charitable organizations to deliver investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars or speaking engagements. The firm is fee-only and provides portfolio management for individual clients, offering both project-based and ongoing planning engagements.
The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, employing a mix of passive and active vehicles (stocks, bonds, mutual funds, and ETFs) tailored to each client’s goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, produce written financial plans, and allow clients to impose reasonable investment restrictions in writing.
Noteworthy for a small, recently established practice, Kraft Capital offers public and client-facing educational seminars and may include tax preparation or seminars as part of ongoing planning relationships—services that are less common among similarly sized supported firms. The firm also provides employer retirement plan advisory services and acts in a fiduciary capacity for plan sponsors, a capability not always offered by firms with comparable assets under management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fees range between $500 to $10,000; Income Tax Preparation fixed fees; Educational Seminars $0-$1,500 per seminar
$0 - $1,000,000: 0.95% $1,000,001+: 0.85%
$250 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $250 to $1,000 per month or $750 to $3,000 per quarter
Fee-only: Investment Management fees based on tiered percentage of AUM; Financial Planning fees (initial fee $250-$1,000; ongoing monthly $250-$1,000 or quarterly $750-$3,000); Project-Based Financial Planning fixed fees $500-$10,000 or hourly $250; Income Tax Preparation fixed fee $150-$3,000; Employee Benefit Plan Services up to 0.75% annually; Educational Seminars $0-$1,500 per seminar
Main office
24 Frank Lloyd Wright Dr, Lobby L 4000
Ann Arbor MI 48105
Advisors at this office
2
Most active in
Michigan
Also doing business as
Kraft Capital · Kraft Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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