VA
PFS
VA
PFS

Vito Abbondandolo

14 Years of Experience
Glen Cove, NY

Vito Abbondandolo is a PFS-designated registered investment advisor at Abbondandolo Wealth Management CORP, based in Glen Cove, NY, with 14 years of industry experience. Vito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 238 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
238 clients
Average Client Portfolio
$473K average
Assets Under Management
$112.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

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

220B Glen Cove Ave, Glen Cove, NY, 11542

Get directions

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

Vito is a CPA located in Glen Cove, NY. This activity is not investment-related.

Employment History
Current Registrations
Abbondandolo Wealth Management CORP
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Npa Asset Management, LLC
March 2012 - July 2014 · 2 yrs 4 mos
State Registrations2 states
CTNY
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.
Vito Abbondandolo - Financial Advisor | TrueAdvisor