BC
BC
Barbara Crane
19 Years of Experience
Laguna Beach, CA
1 Disclosure
Barbara Crane is a registered investment advisor at Crane Investments INC, based in Laguna Beach, CA, with 19 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 42 clients with $9.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
42 clients
Average Client Portfolio
$235K average
Assets Under Management
$9.9M
Fee Structure
Planning is included in investment management (also available separately)
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 are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
301 Forest Avenue, Laguna Beach, CA, 92651
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2015Settled
Employment History
Current Registrations
Crane Investments INC
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Crane Investments INC
November 2014 - December 2015 · 1 yr 1 mo
First Allied Advisory Services, INC.
July 2012 - December 2014 · 2 yrs 5 mos
First Allied Securities, INC.
January 2007 - July 2012 · 5 yrs 6 mos
State Registrations2 states
CATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.