Vincent Dipietro
Vincent Dipietro is a registered investment advisor at Invest Capital Partners, based in Springboro, OH, with 39 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, Investment Management. Their firm serves 661 clients with $270M 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Advisory fee is negotiable depending on individual client circumstances. At their discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
550 S. Main Street, Springboro, OH, 45066
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2006Customer Dispute
January 1992Other Business Activities
Vincent is the President and Owner of Private Wealth and Retirement Services Inc., operating under a DBA. This activity is full-time.
Employment History
Current Registrations
Invest Capital Partners
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Private Wealth & Retirement Services
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations3 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.