Guy Bassini
Guy Bassini is a CFP-designated registered investment advisor at Treasure Coast Financial Planning, INC., based in Vero Beach, FL, with 30 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 263 clients with $210M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Guy Bassini
Location
545 Beachland Blvd, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Employment History
Current Registrations
Treasure Coast Financial Planning, INC.
Previous Registrations
LPL Financial LLC
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.
Exams
Additional Information
Additional InformationTreasure Coast Financial Planning, headquartered in Vero Beach, Florida, has been providing comprehensive wealth management services since 1996. The company became a SEC registered investment advisory firm in 2013. We are fiduciaries committed to objective financial advice free of conflicts of interest. We are paid only by our clients, and our fees are fully disclosed and transparent. We earn no commissions and accept no third-party fees. We take the time to understand our clients’ individual needs and goals. Our team approach allows us to bring together for each client our years of combined skills and experience.