Krane Financial Solutions provides investment advice, financial planning, and retirement plan consulting. Investment management is customized based on client objectives, using a tactical allocation strategy. Financial planning covers insurance, taxes, retirement, investments, budgeting, and estate planning. For business owners, Krane Financial offers business consulting services. Krane Financial also offers a Financial Life Experience service for qualified clients.
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.