Taylor Harwood is a CFP-designated registered investment advisor at Crane Capital Management LLC, based in Spring Park, MN, with 8 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 17 clients with $24M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
4154 Shoreline Drive, Suite 220, Spring Park, MN, 55384
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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
Taylor is a director for Pillsbury United Communities, a charitable organization, dedicating a few hours per week. Taylor also serves as a director for the Montessori Center of Minnesota, another charitable organization, spending minimal time on this role.
Employment History
Current Registrations
Crane Capital Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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