Joel Lopata is a registered investment advisor at Vincimus Capital, LLC, based in Malibu, CA, with 2 years of industry experience. Joel 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
Joel is an independent contractor for RallyX Management Solutions, providing back office support and management solutions to small businesses. He works as a legal consultant, dedicating about half his time to this role, including a few hours per day during securities trading hours.
Employment History
Current Registrations
Vincimus Capital, LLC
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.