Vincent Colubiale
Vincent Colubiale is a registered investment advisor at Fintech Wealth Management, LLC, based in Belmar, NJ, with 21 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, Investment Management, Retirement Planning. Their firm serves 9 clients with $1.9M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated with each client based on a variety of factors. Family members can qualify for breakpoints based on the household’s aggregated assets under management. In addition to investment management fees, estate & trust accounts are charged an additional 1% on the value of the portfolio.
Fee Estimator
Location
Belmar, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business ActivitiesSells Insurance
Vincent is the President of FinTech Income, LLC, where he sells non-securities insurance. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Fintech Wealth Management, LLC
Previous Registrations
Woodstock Wealth Management, INC.
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.