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Andrew Crane

The Strategic Financial Alliance
20 Years of Experience
Peachtree Corners, GA
BrokerSells Insurance
View SEC Summary
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Andrew Crane is a registered investment advisor at The Strategic Financial Alliance, based in Peachtree Corners, GA, with 20 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.

The Strategic Financial Alliance
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
1,463 clients
Average Client Portfolio
$261K average
Assets Under Management
$382.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.

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

3930 East Jones Bridge Road, 150, Peachtree Corners, GA, 30092

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is a partner at GenX Financial Inc DBA Capital Insight Group (formerly DBA The Keen Insight Group), which he uses for the non-securities part of his business, including marketing financial services and fixed insurance. He dedicates nearly all of his time to this activity, focusing on management.

Employment History
Current Registrations
The Strategic Financial Alliance
December 2007 - Present · 18 yrs 10 mos
The Strategic Financial Alliance, INC.Broker
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
April 2006 - November 2007 · 1 yr 7 mos
UBS Financial Services INC.Broker
March 2006 - November 2007 · 1 yr 8 mos
State Registrations24 states
AKALAZCACODEFLGAILKYLAMIMOMSNCNJNYOHPASCTXUTVAWA
AdvisorBrokerBoth

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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