Shefki Vinca is a registered investment advisor at Stonebridge Advisors LLC, based in Wilton, CT, with 10 years of industry experience. Shefki 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 281 clients with $11B 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 $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are negotiable for portfolios over $50 million.
Fee Estimator
Location
10 Westport Road, Suite C101, Wilton, CT, 06897-4543
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stonebridge Advisors LLC
State Registrations1 state
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