Crane Investments is a registered investment advisor based in Laguna Beach, California, offering personalized asset management and financial planning services to individuals, families, and other clients. Founded in 1992 and registered as an investment advisor in 2014, the firm is owned and operated by Barbara Crane and Peter Crane. Crane Investments creates customized portfolios consisting of individual stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities tailored to each client's specific goals and risk tolerance. Portfolios are reviewed at least quarterly and rebalanced as needed. Additionally, Crane Investments provides comprehensive financial planning and consulting covering retirement, estate, tax, charitable, education, insurance, and real estate planning. Clients retain full discretion over whether to implement any recommendations. The firm operates with a commitment to acting in its clients' best interests and recommends Charles Schwab & Co. as a qualified custodian for client assets.
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.