About CRANSTON CAPITAL MANAGEMENT, LLC
CRANSTON CAPITAL MANAGEMENT, LLC is a financial management company that specializes in providing comprehensive financial services to individuals, families, and businesses. The company is headquartered in New York City and has been in business for over 20 years. They have a team of highly experienced financial advisors who work closely with clients to develop customized financial plans that align with their long-term goals and objectives.
How does the advisor help clients – Key Takeaways:
- CRANSTON CAPITAL MANAGEMENT, LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning.
- Their team of advisors is composed of seasoned professionals with extensive knowledge and expertise in various aspects of financial management.
- The company takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and personalized plan.
- CRANSTON CAPITAL MANAGEMENT, LLC strives to build long-term relationships with their clients, providing ongoing support and guidance as their financial needs and goals evolve.
Facts and Insights
To better understand the reach and capabilities of CRANSTON CAPITAL MANAGEMENT, LLC, let’s take a look at some key facts and insights about the company.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
CRANSTON CAPITAL MANAGEMENT, LLC provides a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management and insurance
- Charitable giving planning
- Education funding
Client Types
CRANSTON CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, and businesses. They work with clients at various stages of their financial journey, from young professionals just starting to build wealth to retirees looking to preserve their assets for future generations.
Fees & Compensation
CRANSTON CAPITAL MANAGEMENT, LLC follows a fee-only compensation structure, which means that they do not earn commissions or sell any financial products. They are a fiduciary to their clients, meaning that they are legally and ethically obligated to act in their clients’ best interests at all times.
Their fees are based on a percentage of assets under management, and they do not charge any additional fees for financial planning or advice.
Background
CRANSTON CAPITAL MANAGEMENT, LLC was founded in 2000 by John Cranston, a seasoned financial advisor with over 30 years of experience in the industry. The firm has since grown to become a reputable and well-respected player in the financial management industry, serving clients across the country.
Financial Advisor Disclosures to Know
CRANSTON CAPITAL MANAGEMENT, LLC and its advisors are registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. This means that they are subject to strict regulations and must adhere to high ethical standards.
The company has a clean record, with no disciplinary actions or legal issues reported in the past 10 years.