Vincent Addona
Vincent Addona is a ChFC-designated registered investment advisor at Bull Harbor Capital LLC., based in Bethesda, MD, with 44 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M 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 $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD, 20814
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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 →Other Business ActivitiesSells Insurance
Vincent is a managing trustee for a family trust, co-owner of Valent Wealth LLC (taking nearly full-time), and has ownership stakes in Prometheus Speaks LLC, FLO Free LLC, WeAre Brainius LLC, Currence, and Prometheus Planning, LLC. Vincent also sells life insurance, fixed annuities, and property & casualty insurance, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations15 states
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