Vincenzo Fragomeni
Vincenzo Fragomeni is a registered investment advisor at Wealthspire Retirement Advisory, based in Bethesda, MD, with 19 years of industry experience. Vincenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
6903 Rockledge Dr, 14th Floor, Bethesda, MD, 20817
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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
Vincenzo is involved with the Lido Civic Club of Washington DC, a charitable organization that raises money for college scholarships, wounded warriors, and others in need.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
NFP Retirement INC.
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Triad Advisors, INC.
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
PNC Investments
PNC InvestmentsBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Royal Alliance Associates, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.