Kevil Quinley is a registered investment advisor at Quinley Stewardship LLC, based in Visalia, CA, with 24 years of industry experience. Kevil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 36 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quinley Stewardship offers investment management services with fees calculated using three different methods:
- Tiered Rate Method 1: A percentage of your portfolio's value, decreasing as the value increases. For example, 1.95% on the first $50,000, down to 0.40% on amounts over $1,000,000.
- Tiered Rate Method 2: Used for accounts at American Funds Service Company, with rates ranging from 1.95% to 1.70% depending on the total value of all your American Funds holdings.
- Fixed Rate Method: A fixed annual percentage (up to 1.95%) of your portfolio's value.
They also offer an hourly method for certain accounts, such as irrevocable trusts or accounts invested in money market funds.
Location
4044 S. Demaree Street, Suite B, Visalia, CA, 93277-9476
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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
Quinley Stewardship LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.