John Vissicchio is a CFP-designated registered investment advisor at Procyon, based in Wantagh, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,048 clients with $9.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.
Fee Estimator
Location
Wantagh, NY
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 Activities
John is a managing member of Richards, Vissicchio, & Poliseno CPAs PLLC, a CPA firm providing management consulting and tax services. This takes about a quarter of his time during trading hours.
Employment History
Current Registrations
Procyon
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.
Exams
More Advisors
- Federico Gatti, CFPUBS Financial Services INC.
- Shrinkhala Basnet, CFANeuberger Berman Bd LLC
- Jesse Malik, CFPSentinel Pension Advisors, LLC.
- Joshua Marin, CFAOppenheimer & CO. INC.
- Mark Klebanoff, CFPLPL Financial LLC