Cranbrook Wealth Management provides financial planning and investment management services to individuals, families, and businesses. Financial planning is included for investment management clients at no extra charge. Stand-alone financial planning is also available for a fixed annual retainer. Investment management services are provided through a Discretionary Investment Management Agreement.
Fee Structure
Cranbrook Wealth Management charges an annual fee based on a percentage of the market value of your investments. This fee is negotiable and generally ranges from 0.10% to 0.95%, depending on the size of the account and services provided. The fee is charged quarterly, in advance. Financial planning is included at no additional cost for investment management clients.