Vincent Giannattasio
Vincent Giannattasio is a registered investment advisor at A&g Financial Management, LLC, based in Nashville, TN, 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 High Net Worth, Investment Management. Their firm serves 147 clients with $38M 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 | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
3200 West End Avenue, Suite 500, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Regulatory
May 2024Other Business Activities
Vincent is associated with A&G Financial Management LLC as a Registered Investment Advisor (RIA) since 2009. He is also a member of the A&G Foundation, overseeing fund distribution and dedicating minimal time to this charitable activity.
Employment History
Current Registrations
A&g Financial Management, LLC
Previous Registrations
A.D. Vallett & Company, LLC
Institutional Capital Management, INC.Broker
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.