Claudia Salles is a registered investment advisor at Vita Investimentos, based in Celebration, FL, with 5 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Vita Advisors charges a percentage of the assets they monitor. The exact fee is negotiable but generally does not exceed 1% of the assets. Fees are paid quarterly. Vita Advisors does not have the authority to place trades in your account.
Location
1420 Celebration Blvd., Suite 200, Celebration, FL, 34747
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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.
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Claudia is an Investment Advisor Representative (IAR) for Vita Investimentos, providing investment advice to Brazilian clients and acquiring a .1% interest in the company. This activity takes about half of Claudia's time during market hours.
Employment History
Current Registrations
Vita Investimentos
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.