Vincci Ma is a registered investment advisor at Kera Capital Partners, based in Daly City, CA, with 18 years of industry experience. Vincci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kera Capital Partners charges a monthly fee for investment management, calculated as a percentage of your account's average daily balance. The maximum annual fee is 1.25%. The exact fee is agreed upon in writing. Fees may be lower for employees and their families. You can negotiate the fee. Your custodian will deduct the fee directly from your account. You can end the agreement with written notice.
Location
Daly City, CA
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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.
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Vincci owns a handmade soap business called Vincela and sells the products online. The business is currently dormant and does not require any time during office hours.
Employment History
Current Registrations
Kera Capital Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations2 states
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