Bryan Acuto is a registered investment advisor at Vital Wealth Strategy, LLC, based in Princeton, MA. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Vital Wealth Strategy offers wealth management services structured in three tiers with annual fixed fees paid in advance each quarter:
- Wealth Strategy Foundation — $18,000 to $30,000 per year
- Integrated Wealth Strategy — $30,000 to $60,000 per year
- Advanced Private Client — $60,000 to $100,000 per year
Family office services are also available for up to $200,000 annually. When independent managers are used, their fees are separate, but the total combined fee will not exceed 3.00% of assets under management annually.
Location
Princeton, MA
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 →Employment History
Current Registrations
Vital Wealth Strategy, LLC
Previous Registrations
Advisory Group Equity Services LTD.Broker
Trust Advisory Group LTD
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
- William Holder, CFAHolder & Company, INC.