Vincent Gioeni is a registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 33 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
One Spartan Way, Merrimack, NH, 03054-4300
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Tor Brokerage LLCBroker
Velocity Capital, LLCBroker
Velocity Clearing, LLCBroker
Noble Capital Markets, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Windward Capital, INC.Broker
Spearhead Capital Advisors, LLC
Spearhead Capital, LLCBroker
Leonard & CompanyBroker
Aura Financial Services, INC.Broker
Bonds.com, INC.Broker
Hudson Securities,inc.Broker
Skyebanc, INC.Broker
Crown Financial Group, INC.Broker
Program Trading CORP.Broker
Viewtrade Securities, INC.Broker
Knight Securities, L.P.Broker
Trimark Securities, L.P.Broker
Spear, Leeds & KelloggBroker
Wolfe & Hurst Bond Brokers INC.Broker
Dean Witter Reynolds INC.Broker
Investors Center, INC.Broker
Wall Street Clearing CompanyBroker
State Registrations4 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.