John Crane
John Crane is a CFP-designated registered investment advisor at United Advisor Group, based in Olmsted Falls, OH, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
25586 Bagley Rd., Unit 1, Olmsted Falls, OH, 44138
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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 →Other Business ActivitiesSells Insurance
John is an advisor/partner at United Advisor Group, providing investment advisory services, dedicating full-time hours. He also owns Plum Creek Wealth Advisors, LLC, where he completes financial plans, divorce plans, and sells insurance products, spending about 60% of his time on this activity.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Nebs Financial Services, INC.Broker
New England SecuritiesBroker
Cap Pro Brokerage Services, INC.Broker
Royal Alliance Associates, INC.Broker
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.