GR
GR

Giuseppe Riggi

17 Years of Experience
Ribera, Agrigento Sicily

Giuseppe Riggi is a registered investment advisor at Beacon Global Advisor Network, LLC, based in Ribera, Agrigento Sicily, with 17 years of industry experience. Giuseppe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 914 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
914 clients
Average Client Portfolio
$434K average
Assets Under Management
$396.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.75%
$5M+1.00%

Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Ribera, Agrigento Sicily

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Giuseppe is involved with GR Consulting Group LLC, providing construction services. He also works as a Director at Carlton Group, an investment banking firm specializing in construction and development financing, dedicating about 10% of his time to this role.

Employment History
Current Registrations
Beacon Global Advisor Network, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Pgim Investments LLC
March 2015 - August 2018 · 3 yrs 5 mos
Prudential Investment Management Services LLCBroker
December 2014 - August 2018 · 3 yrs 8 mos
AXA Advisors, LLCBroker
March 2013 - December 2014 · 1 yr 9 mos
AXA Advisors, LLC
March 2013 - December 2014 · 1 yr 9 mos
Suntrust Investment Services, INC.
September 2009 - March 2013 · 3 yrs 6 mos
Suntrust Investment Services, INC.Broker
August 2009 - March 2013 · 3 yrs 7 mos
AXA Advisors, LLC
May 2009 - August 2009 · 3 mos
AXA Advisors, LLCBroker
May 2009 - August 2009 · 3 mos
David Lerner Associates, INC.Broker
March 2009 - April 2009 · 1 mo
Suntrust Investment Services, INC.
January 2007 - July 2008 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
January 2007 - July 2008 · 1 yr 6 mos
Morgan Stanley
August 2004 - July 2005 · 11 mos
Morgan Stanley Dw INC.Broker
July 2004 - July 2005 · 1 yr
American Express Financial Advisors INC.Broker
November 2002 - December 2003 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
November 2002 - December 2003 · 1 yr 1 mo
TD Waterhouse Investor Services, INC.Broker
January 2000 - December 2000 · 11 mos
The Dreyfus Service CorporationBroker
April 1999 - December 1999 · 8 mos
West America Securities CORPBroker
August 1997 - October 1997 · 2 mos
Sterling Foster & Company, INC.Broker
June 1995 - November 1996 · 1 yr 5 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.