Francoise Crandell is a registered investment advisor at Premier Financial Group INC, based in Eureka, CA, with 15 years of industry experience. Francoise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 593 clients with $820M 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 - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fee schedule can be negotiable under special circumstances.
Fee Estimator
Location
725 Sixth Street, Eureka, CA, 95501-1103
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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 Activities
Francoise jointly owns and manages a residential investment property with her husband since 1991. This activity requires minimal time and does not occur during securities trading hours.
Employment History
Current Registrations
Premier Financial Group INC
Previous Registrations
J.P. Morgan Securities LLC
Chase Investment Services CORP.
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.