Vito Collacuro is a registered investment advisor at Settanni Financial LLC, based in Armonk, NY, with 10 years of industry experience. Vito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 160 clients with $400M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. If the Client engages the Advisor for its wealth management services, the Client will pay a single fee for investment management, financial planning, taxes and estate planning.
Fee Estimator
Location
84 Business Park Drive, Suite 302, Armonk, NY, 10504
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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
Vito is a tax preparer for Settanni CPA, dedicating about 10% of his time to this role, with increased activity during tax season. This activity is not investment-related.
Employment History
Current Registrations
Settanni Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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