Richard Crandall is a registered investment advisor at Epi Financial Group, based in Troy, MI, with 12 years of industry experience. Richard 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, Insurance Planning, and 3 more. Their firm serves 87 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPI Financial Group offers investment management through AE Wealth Management (AEWM). AEWM charges 1.50% annually, and EPI receives 1.0% of that fee. The total fee will not exceed 2% annually and may be negotiable. Fees are billed monthly based on the average daily balance of the account. EPI also refers clients to third-party money managers, where fees range from 0.6% to 2.6% annually, with EPI receiving 50-65% of the total advisory fees.
Location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the owner/president of Crandalling Inc. since 2005, engaging in insurance sales and services. He is also an independent insurance agent with EPI Protection, LLC since 2005 and involved in sales/sales management with EPI Group, LLC since 2010.
Employment History
Current Registrations
Epi Financial Group
Previous Registrations
Epi Advisors LLC
State Registrations6 states
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