John Kinkead
John Kinkead is a registered investment advisor at Visionary Wealth Advisors, LLC, based in Naples, FL, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B 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 | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.
Fee Estimator
Location
5625 Strand Boulevard, Ste. 511, Naples, FL, 34110
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2007Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Naples Money Management LLC
Ernst & Young Investment Advisers LLP
Grace Capital Management, LLC
PNC Investments
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
UBS Financial Services INC.
State Registrations1 state
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.