Jamie Losito is a CFP-designated registered investment advisor at Canopy 360 Wealth, LLC, based in Ocala, FL, with 11 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 341 clients with $380M 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 $250K | 3.00% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in individual cases.
Fee Estimator
Location
104 SE 1st Avenue, Suite B, Ocala, FL, 34471
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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 →Other Business Activities
Jamie is a board member/officer/director of the Rotary Club of The Villages Evening since 2015, dedicating about 10-20% of their time. This activity is not investment-related.
Employment History
Current Registrations
Canopy 360 Wealth, LLC
Previous Registrations
Fsic
FsicBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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