Robert Krafft
Advisor at Luminary Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is a financial advisor and principal at Capstone Advisors, LLC, which operates as Luminary Wealth, and has been with the firm since 2002. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm constructs long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically utilizing no-load mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.
Expertise
Based on Luminary Wealth
Concentrated stock management
Retirement income strategy
Equity compensation tax strategy
Private / alternative investments
General estate planning guidance
Fee options
Fixed fees may be negotiated; individuals range from $500 to $2,500; institutional and qualified retirement plans range from $5,000 to $10,000
$0 - $499,999: 1.25% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,001+: 0.40%
$175 per hour
Minimum fee: $6,250 annual minimum fee, may be waived under certain criteria Fee-only: Hourly fees at $175 per hour; Fixed fees range from $500 to $2,500 for individuals and $5,000 to $10,000 for institutional and qualified retirement plans
Location
7910 Carnegie Blvd.
Fort Wayne, IN 46804
Most active in
Robert K has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Larson Financial Group, LLC
2011 - Present (15 years)
Capstone Advisors, LLC
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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