Vivian Giuliani is a registered investment advisor at V Delima Investments INC, based in Coral Gables, FL, with 5 years of industry experience. Vivian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Location
Coral Gables, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
V Delima Investments INC
State Registrations1 state
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