Giuseppe Vitale
Giuseppe Vitale is a CFP, PFS-designated registered investment advisor at Hudson Financial Advisors INC, based in Streetsboro, OH, with 11 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for managed accounts may be negotiated. Family member accounts living in the same household may be combined to determine the applicable fee tier.
Fee Estimator
Location
10034 Wellman Road, Streetsboro, OH, 44241
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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 ActivitiesSells Insurance
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.
Employment History
Current Registrations
Hudson Financial Advisors INC
Previous Registrations
Capital Analysts
Beacon Financial Advisory LLC
Lincoln InvestmentBroker
Lincoln Investment
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
More Advisors
- Steven Mccann, CFPHudson Financial Advisors INC
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- Gilbert Cotto, CFPEarned Wealth Advisors, LLC