Vincent Bethel
Vincent Bethel is a registered investment advisor at Personal Financial Solutions, LLC, based in Fayetteville, GA, with 22 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 22 clients with $2.2M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The minimum annual fee is $100, which may increase the maximum percentage rate paid on smaller accounts to more than 0.75% annualized, but in no case would the fee exceed 2% per year.
Fee Estimator
Location
Fayetteville, GA
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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 →Employment History
Current Registrations
Personal Financial Solutions, LLC
State Registrations1 state
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