AC
CFP
AC
CFP

Amanda Crighton

8 Years of Experience
Richfield, OH

Amanda Crighton is a CFP-designated registered investment advisor at Rabe Investment Consulting Group, based in Richfield, OH, with 8 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 140 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
140 clients
Average Client Portfolio
$928K average
Assets Under Management
$129.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $4.0M1.25%
$4M+1.00%

Fee schedule may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate and may pay a higher fee than those outlined in the graduated fee schedule above. Fees may be waived based upon certain criteria, including, but not limited to, anticipated future earning capacity and/or additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention, and pro bono activities. For investment and wealth management services RICG provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee schedule.

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

4199 Kinross Lakes Parkway, Suite 210, Richfield, OH, 44286

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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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Employment History
Current Registrations
Rabe Investment Consulting Group
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2017 - November 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLC
May 2017 - May 2017 · 0 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - November 2021 · 4 yrs 8 mos
State Registrations1 state
OH
Advisor

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.
Amanda Crighton - Financial Advisor | TrueAdvisor