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Barbara Crane

Crane Investments INC
19 Years of Experience
Laguna Beach, CA
1 Disclosure
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Barbara Crane is a registered investment advisor at Crane Investments INC, based in Laguna Beach, CA, with 19 years of industry experience. Barbara 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.

Crane Investments INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
34 clients
Average Client Portfolio
$272K average
Assets Under Management
$9.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $750K1.75%
$750K - $2.0M1.25%
$2M+1.25%

Fees for portfolios above $2,000,000 are negotiable. Billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

301 Forest Avenue, Laguna Beach, CA, 92651

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History

Regulatory History (1)
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Customer Dispute
February 2015
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Crane Investments INC
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Crane Investments INC
November 2014 - December 2015 · 1 yr 1 mo
First Allied Advisory Services, INC.
July 2012 - December 2014 · 2 yrs 5 mos
First Allied Securities, INC.
January 2007 - July 2012 · 5 yrs 6 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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