Vitale & Caputo Wealth Management provides financial planning and connects clients with third-party investment advisors, such as Steward Partners Investment Advisory, to manage portfolios. The firm offers comprehensive financial planning covering areas such as investments, life insurance, taxes, retirement, college savings, and debt management. Vitale & Caputo Wealth Management operates primarily by referring individuals and high-net-worth clients to outside money managers, earning a share of the management fees charged by those third-party advisors. The firm does not manage assets directly or hold client funds, leaving custody and trade execution to third-party custodians and advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fee is 1%, consisting of a 0.30% fee for Vitale & Caputo Wealth Management and a 0.70% fee for the third-party investment advisor. Fees are negotiable.