Kevin Crandell is a registered investment advisor at Rubicon Advisors, based in Redding, CA, with 6 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee of 1.75% for comprehensive portfolio management. LPL sponsored advisory programs charge up to 1.80% (or 1.35% for Guided Wealth Portfolios). Fees are negotiable.
Fee Estimator
Location
1380 Hilltop Dr., Redding, CA, 96003
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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
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
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.
Exams
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