Justin Krane is a CFP-designated registered investment advisor at Krane Financial Solutions, based in Calabasas, CA, with 29 years of industry experience. Justin 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, Insurance Planning, and 3 more. Their firm serves 180 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees range from 0.20% to 1.50% based on asset size and complexity. Fees are negotiable.
Fee Estimator
Location
24007 Ventura Blvd, Suite 250, Calabasas, CA, 91302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Krane Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
UBS Financial Services INC.
State Registrations2 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.
Exams
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