Crane & Associates Wealth Management offers investment management and financial planning services to individuals and other clients. They gather client data to understand their financial situation, goals, and risk tolerance. Based on this, they create an investment approach using stocks, bonds, ETFs, and other securities. They also offer standalone financial planning and consulting services covering investment, retirement, estate, tax, and other areas. For employer retirement plans, they provide consulting services to help establish, monitor, and review the plans.
Fee Structure
Crane & Associates Wealth Management charges a maximum of 1.25% annually for managing your investments. The exact fee will be outlined in your advisory agreement. Fees are calculated monthly based on the average daily value of your account and deducted from your account. Fees are negotiable.