Vincent Herlaar
Vincent Herlaar is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Victoria, Bc, with 1 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
#1000 - 1175 Douglas Street, Victoria, Bc, V8W 2E1
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
Vincent is a Financial Advisor at Raymond James Ltd., dedicating full-time hours to sales. He is also a licensed agent with Raymond James Financial Planning Ltd., focusing on life insurance sales and financial planning for about 10-20% of his time.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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