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Vijay Kanal

10 Years of Experience
San Mateo, CA

Vijay Kanal is a registered investment advisor at Stinson Capital Management, LLC, based in San Mateo, CA, with 10 years of industry experience. Vijay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 37 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$42.8M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Mateo, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stinson Capital Management, LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Stinson Capital Management, LLC
September 2015 - November 2016 · 1 yr 2 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
Vijay Kanal - Financial Advisor | TrueAdvisor