Vincent Esposito
Vincent Esposito is a registered investment advisor at Integrated Wealth Concepts LLC, based in Guilford, CT, with 22 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
101 Fair Street, Guilford, CT, 06437
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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 practice management coach for independent advisors in the wealth management industry since 2021, for which he is compensated. Vincent is also an independent life insurance agent and owns a rental property in Connecticut.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Dynamic
Spruce Hill Capital, LLC
Commonwealth Financial Network
State Registrations2 states
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