Cranston Gesell is a CFP-designated registered investment advisor at One Capital Management, LLC, based in Thousand Oaks, CA, with 42 years of industry experience. Cranston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B 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 | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
100 Thousand Oaks Blvd, Thousand Oaks, CA, 91360
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 ActivitiesSells Insurance
Cranston is an independent insurance agent since 1978, dedicating about 10-20% of his time to this activity. He is also a partner and advisor at Professional Planning, an RIA, and an Executive Director and advisor at One Capital Management, LLC, another RIA, dedicating full-time hours to each.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Professional Planning
Mutual Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Capital Analysts, IncorporatedBroker
Sun Investment Services CompanyBroker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
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