Kenneth Sitnick is a registered investment advisor at Meristead Wealth, LLC, based in San Bruno, CA, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 996 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Rates apply to core strategies. Treasury strategy has a separate schedule (0.50% on the first $1M and 0.25% on amounts over $1M). Fees are charged monthly in arrears. Certain accounts may be grandfathered in at lower rates.
Fee Estimator
Location
San Bruno, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth owns rental property in San Bruno, CA, since 2009. He spends minimal time on this activity.
Employment History
Current Registrations
Meristead Wealth, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Atlas Securities, INC.Broker
Wm Financial Services, INC.Broker
William O'neil & Company, IncorporatedBroker
William O'neil & Company, IncorporatedBroker
Imperial Capital, LLCBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Copeland Equities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Paulina Wong, CFPCharles Schwab & CO., INC.
- Boris Senderzon, CFAHilbar Capital, LLC