Brooke Crane-Acre
Brooke Crane-Acre is a registered investment advisor at Osaic Wealth, INC., based in Clinton Township, MI, with 24 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
42490 Garfield Rd, Suite 205, Clinton Township, MI, 48038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke is the owner of Wealth Reimagined Group, spending about half her time as a CFP. She also owns MYLTC123, helping people with long-term care, and Add to Your Future, Inc., a corporation for personal income, risk, and tax management, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Park Place Financial Group
Sunamerica Securities, INC.Broker
State Registrations15 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.