Gary Vassalotti is a registered investment advisor at Vimcor, based in Duncansville, PA, with 23 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 260 clients with $16M 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 $200K | 1.00% |
| $200K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
For the 'Managed Funds Account,' that in invests primarily in ETFs and Mutual funds, the fee is: 0.8 % (0.008) or $100 per year, whichever is higher. Certain clients of VIMCOR with pre-existing relationships may initially be charged fees which are more or less than those set out above. All fees are subject to negotiation.
Fee Estimator
Location
1409 3rd Ave, Suite 5, Duncansville, PA, 16635
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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 Activities
Gary does computer consulting, mainly web page development, for a few hours per week. He also provides tax preparation and bookkeeping services, requiring about half of his time.
Employment History
Current Registrations
Vimcor
State Registrations1 state
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