Brent Woolsey
Brent Woolsey is a CFP-designated registered investment advisor at Red Crane Wealth Management, LLC, based in Palo Alto, CA, with 21 years of industry experience. Brent 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, High Net Worth, and 4 more. Their firm serves 156 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered exclusively through wrap accounts, where portfolio management is handled in coordination with third-party money managers. Fee details for the wrap accounts are provided in a separate wrap fee program brochure. For the private investment fund managed by Red Crane Wealth Management, clients typically pay an annual management fee of 2% of the fund assets, calculated and paid quarterly.
Location
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA, 94306
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Employment History
Current Registrations
Red Crane Wealth Management, LLC
Previous Registrations
Ameriprise 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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