Crane & Associates Wealth Management offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting. Operating as a registered investment advisor, Crane & Associates Wealth Management builds personalized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities, while continuously monitoring and rebalancing investments. The firm's planning services cover retirement, estate, tax, charitable, education, real estate, and insurance needs. Crane & Associates Wealth Management primarily works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and business retirement plans. The firm operates on a fiduciary standard, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable and billed monthly in arrears.