Lauren Trumbull is a registered investment advisor at Krane Financial Solutions, based in Calabasas, CA, with 2 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 265 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krane Financial charges an annual investment management fee, calculated quarterly, based on the value of your managed accounts. The fee ranges from 0.20% to 1.50% and is negotiated with each client based on factors like the amount of assets and complexity of services. Krane Financial has clients with different fee structures, including fixed fee arrangements.
Location
24007 Ventura Blvd, Suite 250, Calabasas, CA, 91302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Krane Financial Solutions
State Registrations1 state
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