Vincent Polidori
Vincent Polidori is a registered investment advisor at Valuengine Capital Management LLC, based in Staten Island, NY, 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 Investment Management. Their firm serves 70 clients with $19M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Staten Island, NY
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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 consultant for a men's custom clothing company, dedicating about 10% of his time. He also works full-time as an agent for ValuEngine Capital, a registered investment advisor, and sells insurance products, including fixed annuities and long-term care, spending a few hours per week on insurance sales. Finally, Vincent is a real estate agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Valuengine Capital Management LLC
Previous Registrations
Tsg Alpha Partners, LLC
Igm BrokerageBroker
Ceros Financial Services, INC.Broker
Petersen Investments, INC.
Petersen Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Gruntal & CO., L.L.C.Broker
State Registrations2 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.