Joseph Punio is a registered investment advisor at Vivuto, LLC, based in Washington, DC, with 12 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 111 clients with $8.1M 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 | 1.00% |
Fees charged by VIVUTO for portfolio management services are not fixed and may be negotiable.
Fee Estimator
Location
1050 Connecticut Avenue Nw, Suite 500, Washington, DC, 20036
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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
Vivuto, LLC
Previous Registrations
Vivuto, LLC
Morgan Stanley
Morgan StanleyBroker
PNC InvestmentsBroker
PNC Investments
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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.