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Cravens & Company Wealth Management
Cookeville, Tennessee
Cravens & Company Wealth Management, a small investment advisory firm headquartered in Cookeville, TN, is dedicated to providing exceptional financial services to its clients. With a single office location, the firm boasts a team of seven skilled professionals, three of whom specialize in delivering top-notch investment advisory services.
The firm manages an average of $65,270,000 in assets per investment advisor, reflecting the industry average. Their compensation structure is flexible and includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. Although 401K and individual accou...see more
Assets Under Mgmt
$195.8M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Cravens & Company Wealth Management
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