Vincent Dagnese is a registered investment advisor at Westchester Wealth Management, based in South Salem, NY, with 8 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 70 clients with $10M 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 | 1.35% |
| $1M+ | 1.35% |
Fees for amounts over $1,000,000 are negotiable. Actual fees charged are often below the maximum rates shown.
Fee Estimator
Location
South Salem, NY
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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
Westchester Wealth Management
Previous Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Principal Securities, INC.
Principal Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi 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.
Exams
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