Kevil Quinley is a registered investment advisor at Quinley Stewardship LLC, based in Visalia, CA, with 25 years of industry experience. Kevil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 36 clients with $28M 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 $50K | 1.95% |
| $50K - $100K | 1.70% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are generally not negotiable but may be reduced or waived at the firm's exclusive discretion. Alternative schedules apply to certain American Funds accounts, fixed-rate platform accounts, and hourly services.
Fee Estimator
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.
Exams
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