VG
VG

Vito Gioia

15 Years of Experience
Birmingham, MI
1 Disclosure

Vito Gioia is a registered investment advisor at Solyco Wealth LLC, based in Birmingham, MI, with 15 years of industry experience. Vito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
158 clients
Average Client Portfolio
$735K average
Assets Under Management
$116.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Investment management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

210 South Old Woodward Avenue, Suite 240, Birmingham, MI, 48009

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2020
Other Business Activities

Vito is the First Vice President of the Detroit Athletic Club, a private athletic club, since 2022. He dedicates a few hours per week to this role and receives no income.

Employment History
Current Registrations
Solyco Wealth LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Key Investment Services LLCBroker
January 2022 - July 2022 · 6 mos
Key Investment Services LLC
January 2022 - July 2022 · 6 mos
Fifth Third Securities, INC.
February 2009 - February 2020 · 11 yrs
Fifth Third Securities, INC.Broker
October 2008 - February 2020 · 11 yrs 4 mos
State Registrations5 states
CAFLLAMITX
Advisor

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
No exam information available for this advisor.