Caradoc Crandall
Caradoc Crandall is a registered investment advisor at Lane Brothers Investment Counsel, based in Prescott, AZ, with 2 years of industry experience. Caradoc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 317 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
1560 Plaza West Drive, Prescott, AZ, 86303
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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
Caradoc is a member of Prestige Wealth PLLC, providing financial advice and services including annuities and retirement options, dedicating about half of his time to this. He also works as a member shareholder and tax director for CPA Tax Service PLLC/ SC Audit & Accounting Solutions LLC, and is a member of Crandall Tax Consulting PLLC.
Employment History
Current Registrations
Lane Brothers Investment Counsel
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
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