Crandell Financial Planning provides personalized financial planning and investment management services. They work with individuals and small businesses, offering advice on retirement, cash flow, tax planning, estate planning, and more. Crandell Financial Planning manages investments in mutual funds, exchange traded funds, individual stocks, and bonds. They design custom portfolios based on your goals and risk tolerance.
Assets Under ManagementN/A
Clients40
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$200
Crandell Financial Planning charges a percentage of the assets they manage for you.
For investments like stocks and mutual funds:
- Up to $99,999: 1.0% per year
- $100,000 and up: 0.5% to 1.0% per year
For fixed income investments like bonds and cash equivalents:
- Up to $499,000: 0.5% per year
- $500,000 and up: 0.25% per year
Accounts under $15,000 may be subject to a minimum annual fee of $200. All fees are negotiable.
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