Crane Capital Management provides investment advice, financial planning, and portfolio management as a single service. They tailor recommendations to each client's financial condition and goals, creating an Investment Policy Statement. The firm does not participate in wrap fee programs and aims to minimize conflicts of interest.
Assets Under Management$24M
Clients17
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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