VG
VG

Vainius Gleveckas

18 Years of Experience
Washington, DC
Broker

Vainius Gleveckas is a registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 18 years of industry experience. Vainius 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 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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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.

Learn about disclosures →
Employment History
Current Registrations
Missionsquare Wealth Management
June 2018 - Present · 7 yrs 11 mos
Missionsquare Retirement
June 2018 - Present · 7 yrs 11 mos
Missionsquare Wealth ManagementBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
ICMA Retirement Corporation
June 2018 - June 2018 · 0 mos
Icma-Rc Services, LLCBroker
June 2018 - June 2018 · 0 mos
Flexible Plan Investments LTD
March 2018 - May 2018 · 2 mos
Ceros Financial Services, INC.Broker
September 2017 - June 2018 · 9 mos
Potomac Fund Management
April 2016 - May 2017 · 1 yr 1 mo
Archer Distributors, LLCBroker
June 2015 - January 2016 · 7 mos
Arrow Investment Advisors, LLC
June 2015 - January 2016 · 7 mos
Foresters Equity Services, INC.
February 2014 - July 2015 · 1 yr 5 mos
Foresters Equity Services, INC.Broker
September 2013 - July 2015 · 1 yr 10 mos
Northern Lights Distributors, LLCBroker
June 2011 - January 2012 · 7 mos
American Funds Distributors, INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Harris Investor Services, INC.
December 2005 - November 2006 · 11 mos
Harris Investor Services, INC.Broker
December 2005 - November 2006 · 11 mos
Harrisdirect LLC
February 2004 - December 2005 · 1 yr 10 mos
Harrisdirect LLCBroker
January 2004 - December 2005 · 1 yr 11 mos
Advanced Equities, INC.Broker
September 2001 - February 2002 · 5 mos
American Express Financial Advisors INC.Broker
February 2001 - July 2001 · 5 mos
Ids Life Insurance CompanyBroker
February 2001 - July 2001 · 5 mos
State Registrations25 states
COCTDCDEIDKSMAMDMEMTNDNENHNJNMNYOKPARISCTXUTVAVTWY
AdvisorBrokerBoth

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.
Vainius Gleveckas - Financial Advisor | TrueAdvisor