Vincent Munno
Vincent Munno is a CFP-designated registered investment advisor at Simplicity Wealth, based in Clearwater, FL, with 35 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
1499 Gulf to Bay Blvd, Clearwater, FL, 33770
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Regulatory History (1)
Employment Separation After Allegations
August 2010Other Business ActivitiesSells Insurance
Vincent is the President of Universal Financial Consultants and Broker Insurance Marketing dba IDA OF FL, both of which wholesale fixed insurance products to independent insurance agents, taking nearly full-time hours. He is also a registered representative with The Leaders Group and a partner in numerous rental property LLCs, dedicating minimal time to the latter.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Mutual Trust Asset Mgmt., INC.
The Leaders Group, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Mutual Trust Company of America SecuritiesBroker
State Registrations5 states
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.