Jeffrey Vincent
Jeffrey Vincent is a CFP-designated registered investment advisor at Vincent Wealth Advisors LLC, based in Hingham, MA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 77 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vincent Wealth Advisors provides investment management services as part of its wealth management. The fee is based on the value of your portfolio and is paid quarterly in advance. There is a $2,500 minimum annual fee. The annual fee can range up to 1.25% based on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. In certain circumstances, VWA may offer wealth management services for a fixed fee.
Location
350 Lincoln Street, Suite 2400, Hingham, MA, 02043
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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 →Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance agent selling insurance products and implementing insurance recommendations. This activity requires minimal time.
Employment History
Current Registrations
Vincent Wealth Advisors LLC
Previous Registrations
Fernwood Investment Management, LLC
Vincent Financial Group
Caturano Wealth Management, LLC
LPL Financial Corporation
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.