Gregory Visconti
Gregory Visconti is a registered investment advisor at Visconti & Associates, a Financial Services LLC, based in Verona, NJ, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 163 clients with $25M 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 | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable. Visconti & Associates may negotiate or offer reduced annual fees in special circumstances.
Fee Estimator
Location
155 Pompton Ave, Suite 203-1, Verona, NJ, 07044
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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 Activities
Gregory is a licensed real estate agent with FJD Realty LLC dba Peterson Real Estate on a part-time basis. He is also a registered investment adviser.
Employment History
Current Registrations
Visconti & Associates, a Financial Services LLC
State Registrations1 state
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.
Exams
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