Giuseppe Roveccio
Giuseppe Roveccio is a CFP-designated registered investment advisor at G & R Financial Solutions LLC, based in Fairfield, NJ, with 8 years of industry experience. Giuseppe 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, Investment Management, and 1 more. Their firm serves 128 clients with $61M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $3.8M | 0.90% |
| $3.8M - $5.3M | 0.80% |
| $5.3M - $7.0M | 0.75% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $11.3M | 0.65% |
| $11.3M - $13.8M | 0.60% |
| $13.8M - $16.5M | 0.55% |
| $16.5M - $19.5M | 0.50% |
| $19.5M+ | 0.45% |
Fee Estimator
Location
271 Route 46, Unit C102, Fairfield, NJ, 07004
Get directionsHistory
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 ActivitiesSells Insurance
Giuseppe works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of Giuseppe's time.
Employment History
Current Registrations
G & R Financial Solutions LLC
Previous Registrations
Regal Investment Advisors LLC
Stawnychy Financial Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations3 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.