Kevin Crandell is a registered investment advisor at Rubicon Advisors, based in Redding, CA, with 5 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,391 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rubicon Advisors offers investment management through Comprehensive Portfolio Management and LPL Sponsored Advisory Programs. The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable and billed quarterly in advance. LPL Sponsored Advisory Programs have maximum annual fees up to 1.80%, except for Guided Wealth Portfolio, which has a maximum of 1.35%.
Location
1640 East Cypress, Suite A, Redding, CA, 96002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates Rubicon Advisors as a DBA for his LPL business and as a registered investment advisor, dedicating full-time hours to these activities. He also operates North State Wealth Management and Upward Junk Removal, each taking about a quarter of his time.
Employment History
Current Registrations
Rubicon Advisors
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bright Lake Wealth Management, LLC
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Edward Jones
Edward JonesBroker
State Registrations3 states
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