Vincent Travagliato is a registered investment advisor at Wealthwise, LLC, based in Mount Kisco, NY, with 7 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.55% |
| $3.0M - $5.0M | 1.35% |
| $5.0M - $7.0M | 1.15% |
| $7.0M - $10.0M | 0.95% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Mount Kisco, NY
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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 Activities
Vincent works as a trust/estate lawyer. This activity is not investment-related and does not generate commissions.
Employment History
Current Registrations
Wealthwise, LLC
Previous Registrations
Sagepoint Financial, INC.
Barclays Capital INC.
State Registrations1 state
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.