Kevin
Goldstein
Vernal Point Advisors, LLC
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About this Advisor
Kevin Goldstein is a financial advisor who works out of San Francisco, California with 5 years of relevant experience. Goldstein is currently employed by Vernal Point Advisors, LLC. Goldstein has gained experience at University Of California Regents, Stanford Management Company, Vernal Point Advisors and Stabilitas Capital. Goldstein holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California and Texas. Vernal Point Advisors, LLC is a registered investment company based out of San Francisco, CA. The firm has a total of 13 advisors. It manages $1 billion in total assets between its 173 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 173 accounts, 64% belong to high-net-worth investors who have greater than $1 million in assets. Vernal Point Advisors, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Vernal Point Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vernal Point Advisors, LLC Brokerage Details
$1,168,849,000
13
173
$6,756,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kevin Goldstein Work History
Kevin has been registered as a financial advisor for 5 years.*
Vernal Point Advisors
University Of California Regents
Stanford Management Company
Stabilitas Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vernal Point Advisors, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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