Red Crane Wealth Management, LLC

Red Crane Wealth Management, LLC, operating as Red Crane Wealth Management, offers the Wrap Comprehensive Portfolio Management program. Established in 2015, the firm acts as a fiduciary, always prioritizing clients' best interests. Clients pay a single fee for investment advisory services and custodial transaction costs, with the firm absorbing client transaction fees. The minimum account balance for the Wrap program is $500,000, catering to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm's tiered fee schedule ranges from 1.25% for assets up to $500,000 to 0.50% for assets over $10,000,001. Red Crane utilizes Charles Schwab & Co., Inc. as the recommended custodian, offering a conflict of interest due to the firm absorbing transaction fees. Investment strategies include fundamental analysis, cyclical analysis, charting, quantitative analysis, and qualitative analysis. Red Crane also provides fixed income portfolio management and alternative investments. The firm's Code of Ethics ensures fair and full disclosure, and representatives conduct business with high ethical standards. Clients have the freedom to contact their portfolio managers directly, and the firm reviews accounts quarterly. Red Crane does not accept proxy authority and does not recommend other wrap program services.