Letitia Scalise is a registered investment advisor at Indivisible Partners, based in Gordonsville, VA, with 5 years of industry experience. Letitia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
121 South Main Street, Unit A, Gordonsville, VA, 22942
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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 →Other Business Activities
Letitia is a Director of Client Relations and Marketing at Torray Investment Partners LLC, responsible for client communications and website maintenance. This investment-related activity takes up more than full-time hours.
Employment History
Current Registrations
Indivisible Partners
Previous Registrations
Quasar Distributors, LLCBroker
Torray Investment Partners LLC
UBS Financial Services 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.