Vincent D'eletto
Vincent D'eletto is a registered investment advisor at Investment Insight Wealth Management, LLC, based in Brightwaters, NY, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 133 clients with $180M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual fee of $6,250. If account value falls below $500,000, the client will be charged a flat rate of 1.25% of assets under management. Fees are negotiable.
Fee Estimator
Location
Brightwaters, NY
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 →Other Business Activities
Vincent owns New Moon Ventures, LLC, a legal entity in the Cook Islands for personal asset protection, and Clarion Inbound Marketing, LLC, a marketing/consulting services company in Brightwaters, NY. He dedicates minimal time to these activities.
Employment History
Current Registrations
Investment Insight Wealth Management, LLC
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.