Vitale Wealth Management provides investment management and financial planning services. They offer ongoing asset management, tailoring investment strategies to individual client goals and risk tolerance. Financial planning services include reviews of Social Security, retirement, investments, and insurance. Vitale Wealth Management also has relationships with sub-advisors and co-advisors like Gradient Investments, LLC.
Assets Under Management$93M
Clients370
Advisors1
Avg. per Client$250K
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management (also available separately)
Vitale Wealth Management offers investment management services. Here's how they charge:
- Direct Asset Management: 1.00% of the value of your portfolio per year. This fee may be negotiable.
- Co-Advisor (Gradient Investments, LLC):
- Strategic, Tactical, Allocation & Defined Outcome Portfolios: 1.50% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
- Client Directed Accounts: $300 annually
These fees are deducted quarterly from your account. Vitale Wealth Management shares a portion of the fees charged by Gradient Investments, LLC.
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