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Giuseppe Vecchio

23 Years of Experience
3 DisclosuresBrokerSells Insurance

Giuseppe Vecchio is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 23 years of industry experience. Giuseppe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
19 advisors
Number of Clients
173 clients
Average Client Portfolio
$611K average
Assets Under Management
$105.6M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.75%
$5M+1.50%

Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).

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

900 North Shore Drive Suite 279, Lake Bluff, IL, 60044

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2017
Customer Dispute
July 2010
Settled
Customer Dispute
November 2006
Settled
Other Business ActivitiesSells Insurance

Giuseppe buys and sells sports memorabilia on Ebay, and is also involved in several family trusts. He also sells life and long-term care insurance as part of estate planning, dedicating minimal time to this activity.

Employment History
Current Registrations
Landolt Securities, INC.
July 2017 - Present · 8 yrs 9 mos
Landolt Securities, INC.Broker
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Fifth Third Securities, INC.
February 2005 - June 2017 · 12 yrs 4 mos
Fifth Third Securities, INC.Broker
February 2003 - June 2017 · 14 yrs 4 mos
State Registrations9 states
CAFLGAILMONYOHSCTX
AdvisorBrokerBoth

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.