Kenneth Cranstone
Kenneth Cranstone is a CFP-designated registered investment advisor at Three Sheep Wealth Management, LLC, based in Monterey, CA, with 8 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 11 clients with $9.1M 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 $3.0M | 0.85% |
| $3.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth management services combine financial planning and portfolio management. Subject to a $6,400 minimum annual fee that is paid quarterly. For the benefit of discounting our wealth management fee, we will aggregate accounts for the same household.
Fee Estimator
Location
288 Pearl St #2003, Monterey, CA, 93940
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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 owns residential real estate, earning passive income, and dedicates minimal time to it. He also serves as an unpaid board member for the California Arts and Sciences Institute and as treasurer for the Carmel Public Library Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Three Sheep Wealth Management, LLC
Previous Registrations
Integris Wealth Management, LLC
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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