Vita Piazza
Vita Piazza is a registered investment advisor at Kalinowsky Asset Management, based in San Jose, CA, with 37 years of industry experience. Vita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 77 clients with $220M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
San Jose, CA
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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
Vita works as an administrative assistant for Pollock Investment Advisory Corporation, dedicating a few hours per week. She also works as an insurance agent/controller for Pollock Financial Group and The Pollock Corporation, servicing variable policies and handling accounting, which takes nearly a full-time commitment.
Employment History
Current Registrations
Kalinowsky Asset Management
Previous Registrations
M Holdings Securities, INC.Broker
New England SecuritiesBroker
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
Pollock Financial CorporationBroker
State Registrations1 state
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