RV
RV
Randall Vincent
24 Years of Experience
Carefree, AZ
2 Disclosures
Randall Vincent is a registered investment advisor at Stonebrook Capital Management, INC., based in Carefree, AZ, with 24 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 110 clients with $64M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
110 clients
Average Client Portfolio
$583K average
Assets Under Management
$64.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
The annual fee is negotiable. Under no circumstances will any account be charged more than 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Carefree, AZ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2003Settled
Customer Dispute
August 2003Denied
Employment History
Current Registrations
Stonebrook Capital Management, INC.
September 2001 - Present · 24 yrs 8 mos
Previous Registrations
Stonebrook Capital Management, INC.
September 2001 - December 2002 · 1 yr 3 mos
State Registrations3 states
CACOIL
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.