Angelo Cirinelli
Angelo Cirinelli is a registered investment advisor at Visconti & Associates, a Financial Services LLC, based in Verona, NJ, with 2 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 163 clients with $25M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable, especially for amounts over $5,000,000. Similarly situated clients may be paying diverse fees.
Fee Estimator
Location
155 Pompton Ave, Suite 203-1, Verona, NJ, 07044
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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
Angelo is a partner/member of Realty Management Advisors, LLC, a property management company, dedicating a few hours per week. He is also a partner/member of Sterling Adams, LLC, a real estate property ownership company, dedicating minimal time.
Employment History
Current Registrations
Visconti & Associates, a Financial Services LLC
Previous Registrations
Noblebridge Wealth
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.