Anne-Catherine Vinickas
Anne-Catherine Vinickas is a registered investment advisor at Redwood Financial Network, based in Solon, OH, with 21 years of industry experience. Anne-Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 968 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.
Location
30285 Bruce Industrial Parkway, Suite A, Solon, OH, 44139
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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.
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Anne-Catherine operates Redwood Financial Network Corp as a DBA for her LPL business, dedicating full-time hours to it. She also provides investment advisory services through Redwood Financial Network Corporation and is a sole member of Anne-Catherine Vinickas Wealth Advisor LLC for tax/investment purposes, dedicating full-time hours to these activities.
Employment History
Current Registrations
Redwood Financial Network
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Woodbury Financial Services, 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.