Vitale & Caputo Wealth Management (VC Wealth) refers clients to third-party investment advisors, primarily Steward Partners Investment Advisory LLC, for portfolio management. VC Wealth is compensated through a fee share from these advisors. VC Wealth also offers financial planning services, including investment, retirement, college, and debt/credit planning. Specific investment strategies are tailored to each client's situation and risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
VC Wealth refers clients to Steward Partners Investment Advisory LLC for investment management. VC Wealth receives 0.30% of assets annually, and Steward Partners receives 0.70%, for a total fee of 1%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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