Vincent Serratore
Vincent Serratore is a registered investment advisor at Heritage Wealth Management, based in Medford, MA, with 29 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $120M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
0 Governors Avenue, Suite 34, Medford, MA, 02155
Get directionsHistory
Regulatory History (1)
Regulatory
May 2019Other Business ActivitiesSells Insurance
Vincent is the President and CEO of Heritage Financial Group, Inc/Heritage Insurance Group, where he focuses on insurance sales, dedicating a few hours per week. He is also the President and CEO of Heritage Wealth Management, Inc, a registered investment advisor, taking nearly full-time.
Employment History
Current Registrations
Heritage Wealth Management
Previous Registrations
Coastal Equities, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
John Hancock Funds, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.