Harold Vincent
Harold Vincent is a registered investment advisor at Attainment Asset Management LLC, based in Clayton, GA, with 22 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $14M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The annual fee is negotiable. No fees are charged on cash assets that exceed 15% of an individual account or on assets held in Money Market Funds.
Fee Estimator
Location
Clayton, GA
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
Harold is a licensed insurance agent involved in insurance sales since March 2021. This activity requires minimal time.
Employment History
Current Registrations
Attainment Asset Management LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
PNC InvestmentsBroker
PNC Investments
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.