Krane Financial Solutions

Krane Financial Solutions is a registered investment advisor specializing in investment management, financial and retirement planning, and consulting for retirement plans and businesses. Established in 2010, the firm offers customized portfolio management on a discretionary and non-discretionary basis, focusing on tactical allocation strategies to manage risk and enhance performance. Investment recommendations may include a variety of securities such as equities, debt securities, mutual funds, and ETFs. The firm also provides financial planning services tailored to clients' needs, covering areas like insurance, taxes, retirement, and estate planning. Additionally, Krane Financial offers business consulting services for clients with their own businesses, assisting with strategies like tracking key performance indicators and tax planning. The firm does not typically include alternative investments in client portfolios but can review specific requests separately. Clients have the option to open accounts with Schwab as the custodian and broker, with fees ranging from 0.20% to 1.50% of total market value. Krane Financial acts as a fiduciary, providing investment discretion based on clients' objectives and guidelines. The firm does not charge performance-based fees and does not vote on client securities proxies. Clients receive quarterly statements from the custodian and can request additional reports from Krane Financial. The firm does not have any disciplinary history and maintains financial stability to meet client commitments.