Giacomo Mannino is a registered investment advisor at Visionary Wealth Advisors, LLC, based in Overland Park, KS, with 27 years of industry experience. Giacomo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,953 clients
Average Client Portfolio
$723K average
Assets Under Management
$2.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $750K1.15%
$750K - $1.0M1.05%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.

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

7600 W. 110th Street, Suite 200, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Giacomo is the president of JOJ Investments, a rental property business in Kansas City, MO. He spends minimal time on this activity, and none during business hours.

Employment History
Current Registrations
Visionary Wealth Advisors, LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Financial Engines Advisors L.L.C.
November 2016 - April 2020 · 3 yrs 5 mos
Financial Engines Advisor Center, LLC
December 1998 - November 2016 · 17 yrs 11 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.