Kenneth Ransford is a registered investment advisor at Finesse Funds, LLC, based in Basalt, CO, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $41M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on the size of the investment and other factors.
Fee Estimator
Location
132 Midland Avenue Suite 3, Basalt, CO, 81621
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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 is the sole attorney and owner of Ken Ransford, P.C., a law firm. He is also a licensed CPA in Colorado, practicing law and accounting with an emphasis on tax matters for nearly full-time hours.
Employment History
Current Registrations
Finesse Funds, LLC
State Registrations1 state
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