Peter Crane
Peter Crane is a registered investment advisor at Crane Investments INC, based in Laguna Beach, CA, with 29 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 34 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees for portfolios above $2,000,000 are negotiable. Billed quarterly in advance.
Fee Estimator
Location
301 Forest Avenue, Laguna Beach, CA, 92651
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2015Customer Dispute
January 2010Customer Dispute
March 2001Criminal
May 1977Other Business ActivitiesSells Insurance
Peter is a partner at Crane Financial DBA Crane Investments, involved in insurance activities since 2007. He also serves as a co-trustee for the James J. Patrick Trust, a fiduciary position.
Employment History
Current Registrations
Crane Investments INC
Previous Registrations
Crane Investments INC
First Allied Advisory Services, INC.
First Allied Securities, INC.
State Registrations1 state
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.
Exams
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