David Crane
David Crane is a registered investment advisor at Centaurus Financial, INC., based in Winder, GA, with 40 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Winder, GA
Get directionsHistory
Regulatory History (5)
Judgment / Lien
March 2018Judgment / Lien
October 2011Judgment / Lien
November 2010Judgment / Lien
February 2010Customer Dispute
July 2004Other Business ActivitiesSells Insurance
David works as an insurance agent selling insurance to retail customers, dedicating minimal time to this activity. He also owns Advanced Retirement Solutions, a financial services business, and spends nearly full-time soliciting and servicing clients.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Dempsey Financial Network, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Guardian Investor Services CorporationBroker
Integrated Resources Equity CorporationBroker
Ogilvie & Taylor Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
Ogilvie & Taylor Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.