Alexander Craner
Alexander Craner is a registered investment advisor at Strategic Planning Group, based in Bountiful, UT, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,416 clients with $810M 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 $250K | 1.75% |
| $250K - $1.0M | 1.55% |
| $1M+ | 1.35% |
Annual fee is negotiable; accounts within the same household may be combined for a reduced fee. Where SMA managers are used the total combined fee will not exceed 2.5%.
Fee Estimator
Location
190 South Main Street, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (1)
Criminal
January 2017Other Business ActivitiesSells Insurance
Alexander is a sole proprietor in Bountiful, Utah, engaged in investment-related insurance product sales and services since October 2021. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Strategic Planning Group
State Registrations1 state
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.