Vincent Bicicchi
Vincent Bicicchi is a registered investment advisor at Galvanize Wealth LLC, based in La Grange Park, IL, with 19 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 7 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable based on family relations or individual circumstances.
Fee Estimator
Location
La Grange Park, IL
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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 ActivitiesSells Insurance
Vincent is the president of Vindico, Inc., offering fixed insurance sales, business, and estate consulting, dedicating about 10-20% of his time. He is also the CFO and co-founder of OZO Development, LLC, a software development and sales company, spending about 10-20% of his time on financial modeling, strategy, and bookkeeping. Vincent is also an insurance agent with various insurance companies.
Employment History
Current Registrations
Galvanize Wealth LLC
Previous Registrations
Levin Funding Group LLC
Bcj Capital Management
AXA Advisors, LLC
MML Investors Services, LLC
State Registrations1 state
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