Vincent Jones is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Duluth, MN, with 17 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1420 London Road, Suite 201, Duluth, MN, 55805-2425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent serves on the board of directors for Goodwill Industries Vocational Enterprises, dedicating minimal time. He also volunteers on the UMD Labovitz School of Business & Economics Financial Markets Program Oversight Committee, spending minimal time per month providing feedback to students.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations27 states
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