Crane Investments Inc. offers investment advice and financial planning services to individuals and families. Crane Investments creates tailored investment portfolios using stocks, bonds, ETFs, mutual funds, and other securities. Financial planning covers investment, retirement, estate, tax, education, and insurance planning. Crane Investments may refer clients to other specialists for non-advisory services. Clients have the option to place reasonable restrictions on their investments.
Assets Under Management$9.9M
Clients42
Advisors3
Avg. per Client$240K
Avg. per Advisor$3.3M
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
—
Loading...