VP
VP

Vincent Pucillo

1 Year of Experience
Maumee, OH

Vincent Pucillo is a registered investment advisor at Foguth Wealth Management, LLC., based in Maumee, OH, with 1 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
38 advisors
Number of Clients
2,259 clients
Average Client Portfolio
$365K average
Assets Under Management
$825.1M

Fee Structure

Planning is included in investment management

Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.

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Location

1684 Woodlands Dr., Suite 300, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Vincent is the owner, Director of Operations, and Sous Chef for The 405 Hospitality Group, LLC, a hospitality and private chef business. He spends a few hours per week on this activity during non-trading hours.

Employment History
Current Registrations
Foguth Wealth Management, LLC.
August 2024 - Present · 1 yr 9 mos
State Registrations2 states
MIOH
Advisor

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
No exam information available for this advisor.