AC
CFP
AC
CFP

Amanda Crighton

9 Years of Experience
Richfield, OH

Amanda Crighton is a CFP-designated registered investment advisor at Rabe Investment Consulting Group, based in Richfield, OH, with 9 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 142 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
142 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$147.3M

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%

Fees may be based on cumulative household assets and are negotiable at the firm's discretion. Existing clients may be grandfathered on different fee schedules.

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 11 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.
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