Vincenzo Stuto
Vincenzo Stuto is a registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 19 years of industry experience. Vincenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 4810, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Vincenzo provides investment advisory services through Alta Wealth Advisors LLC, dedicating about half of his time to this activity. He also engages in non-variable insurance sales through multiple brokerages and owns rental real estate, spending minimal time on each of these activities.
Employment History
Current Registrations
Alta Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Pinnacle Private Wealth, LLC
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations17 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.