Daniele Ghiotti
Daniele Ghiotti is a CFA, CFP-designated registered investment advisor at Vesta Wealth Management, LLC, based in Miami Beach, FL, with 21 years of industry experience. Daniele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 38 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vesta Wealth Management manages investments for an annual fee based on the value of your portfolio. The fee ranges from 0.20% to 2.00% per year, depending on the size of your portfolio and the services you receive. The fee is charged quarterly in advance.
Location
1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL, 33139
Get directionsHistory
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
Daniele is a licensed insurance agent, providing insurance needs analysis and facilitating sales of insurance products to Vesta Wealth Management clients. Daniele also owns and operates a real estate property through YBP1194, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Vesta Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
Citigroup Global Markets INC.
State Registrations3 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.