Lockwood Holmes is a registered investment advisor at Vincimus Capital, LLC, based in Malibu, CA, with 11 years of industry experience. Lockwood operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 52 clients with $170M 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 | 1.50% |
| $1M+ | 1.00% |
Fees for 401(k) plan management are different. Vincimus Capital may negotiate its fee schedule.
Fee Estimator
Location
29160 Heathercliff Rd, Suite 203, Malibu, CA, 90265
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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 →Other Business Activities
Lockwood is a member and manager of GP Jax Surf LLC, an investment vehicle involved in a surf park development, dedicating about 10-20% of his time. He is also a member and manager of Sagacity DP LLC, an investment vehicle that acquired Dude Perfect, spending minimal time on this activity.
Employment History
Current Registrations
Vincimus Capital, LLC
Previous Registrations
Integrity Financial Corporation
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.