Kevin Vanderbilt is a registered investment advisor at Anfield Capital Management, LLC, based in Irvine, CA, with 19 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anfield Capital Management's fees for separate account management are based on a percentage of the assets they manage for you. The typical annual fee is payable quarterly in advance. Fees may be more or less than the examples listed, based on Anfield's discretion:
- Total Yield & Core Fixed Income: 0.35% per year
- Balanced Strategies: 0.45% per year
- Diversified Equity (100% equity): 0.55% per year
- Diversified Liquid Alternatives: 0.55% per year
For investment management services where Anfield acts as a sub-advisor, the investment advisor that hires Anfield typically pays them. Sub-advisory fees may be in the range of 0.10% - 0.35%, depending on the level of service.
Location
19900 Macarthur Boulevard, Suite 655, Irvine, CA, 92612
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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
Anfield Capital Management, LLC
Previous Registrations
Regents Park Funds, LLC
Northern Lights Distributors, LLCBroker
Elysian Capital
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Capital Investment Group, INC.Broker
Henderson Global Investors
Foreside Fund Services, LLCBroker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Citicorp Investment ServicesBroker
State Registrations1 state
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.