Timothy Crane is a registered investment advisor at Crane Investments INC, based in Laguna Beach, CA, with 3 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 34 clients with $9.2M 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 | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees for portfolios above $2,000,000 are negotiable. Billed quarterly in advance.
Fee Estimator
Location
301 Forest Avenue, Laguna Beach, CA, 92651
Get directionsHistory
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 →Employment History
Current Registrations
Crane Investments INC
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.
Exams
More Advisors
- Peter CraneCrane Investments INC
- Barbara CraneCrane Investments INC
- Anthony Kakuk, CFPAxxcess Wealth Management, LLC
- Kevin Walden, CFADouglas C. Lane & Associates
- Paul Miller, CFPMorgan Stanley
- Thomas Sim, ChFCLPL Financial LLC