| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for Portfolio Management Services are negotiable up to 1.0% per annum.
10034 Wellman Road, Streetsboro, OH, 44241
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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 →Giuseppe is a member of FV Investment LLC, investing in vacant land, and owns a tax preparation business, Joseph Vitale, CPA, dedicating about a quarter of his time. He also sells life, disability, and long-term care insurance and serves on the board of directors for two non-profit organizations.