Vincent Capolupo is a registered investment advisor at Appleton Partners, INC., based in Boston, MA, with 20 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 6,411 clients with $13B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $625. Fixed income accounts typically assessed a lower advisory fee than equity and balanced accounts.
Fee Estimator
Location
One Post Office Square, 5th Floor, Boston, MA, 02109
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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 →Employment History
Current Registrations
Appleton Partners, INC.
Previous Registrations
Svb Wealth
Svb Investment Services INC.Broker
Svb Investment Services INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
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.