Serge Villani is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Reno, NV, with 17 years of industry experience. Serge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
110 Country Estates Circle #3, Reno, NV, 89511
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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 →Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Gwfs Equities, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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