Cassander Crandall
Cassander Crandall is a registered investment advisor at Lane Brothers Investment Counsel, based in Prescott, AZ, with 3 years of industry experience. Cassander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 317 clients with $190M 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 $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
1560 Plaza West Drive, Prescott, AZ, 86303
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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
Cassander is the CEO and a CPA at SC Audit & Accounting Solutions, LLC since 2014. This takes about a quarter of their time, all during trading hours.
Employment History
Current Registrations
Lane Brothers Investment Counsel
Previous Registrations
Cwm, LLC
Commonwealth Financial Network
State Registrations2 states
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