Kameron Vinsel is a registered investment advisor at Kcpag Financial Advisors LLC, based in Vincennes, IN. Kameron 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 4 more. Their firm serves 405 clients with $23M 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 $250K | 1.00% |
| $250K - $750K | 0.90% |
| $750K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on client type, complexity, and total assets. Other third-party program schedules apply for Symmetry, Bellatore, and American Funds.
Fee Estimator
Location
802 Old Wheatland Rd, Vincennes, IN, 47591
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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 →Employment History
Current Registrations
Kcpag Financial Advisors LLC
State Registrations1 state
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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