Vincenzo Passariello is a registered investment advisor at Corgi Strategies, LLC, based in San Francisco, CA. Vincenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $10M 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 | 0.85% |
This fee applies to the Founder Led ETF. The fee may be reduced or waived by agreement with the Trust’s Board. The Founder Led 2x ETF has a fee of up to 1.50%.
Fee Estimator
Location
473 Pine street, San Francisco, CA, 94104
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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 →Employment History
Current Registrations
Corgi Strategies, LLC
State Registrations1 state
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