Quincy Baynes
Quincy Baynes is a registered investment advisor at Baynes Financial LLC, based in Rancho Cucamonga, CA, with 14 years of industry experience. Quincy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 10 clients with $3.3M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
9431 Haven Ave, Suite 213, Rancho Cucamonga, CA, 91730
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Quincy owns Baynes Financial and Insurance Solutions LLC, an insurance agency, dedicating about half of his time to it. He also authored two books, spending a few hours per week on them.
Employment History
Current Registrations
Baynes Financial LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
State Registrations1 state
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