Advisor at Vector Financial Services, LLC
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Firm
Vector Financial Services, LLC
Location
Syracuse, IN 46567
Credentials
Series 63, Series 66
Industry experience
16 years
Douglas Kronk is a financial advisor at Vector Financial Services, LLC in Huntington, Indiana, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vector Financial Services since 2011. Vector Financial Services is a state-registered independent investment adviser serving individuals, businesses, charities, and small pension plans. The firm offers financial planning, discretionary portfolio management, Social Security claiming analysis, and single-subject consulting, using a generally conservative, low-turnover approach combined with model portfolios and fundamental analysis.
Based on Vector Financial Services, LLC
Based on Vector Financial Services, LLC
One-time fixed fees for financial plans: $250 for households under $50,000 income, $400 for $50,000-$99,999, $550 for $100,000 and up.
$0 - $250,000: 2% $250,001 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.0% $2,000,001+: 0.75%
$250 per hour for single-subject financial planning/general consulting services (negotiable).
Fee-only: Financial planning fixed fees ranging from $250 to $550; ongoing financial planning fee $1,200 annually; hourly consulting fee $250/hour; employer-sponsored retirement plan consulting fees 0.50% to 1.00% of plan assets; participant consulting fees 0.50% to 1.00% of assets.
602 S. Huntington St.
Syracuse, IN 46567
Indiana
Vector Financial Services, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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