Daniele Ghiotti
Advisor at Vesta Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vesta Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami Beach, FL 33139
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
22 years
Daniele Ghiotti is a CFP® and CFA® charterholder with 21 years of industry experience. He has been with Vesta Wealth Management, LLC since 2013 and is the sole advisor at the firm. Outside of his advisory role, Mr. Ghiotti is a licensed insurance agent who provides insurance analysis and product recommendations to clients. Vesta Wealth Management offers financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to implement proprietary model portfolios focused on risk-adjusted growth, income, and asset protection.
Based on Vesta Wealth Management, LLC
Based on Vesta Wealth Management, LLC
Fixed fees range from $10,000 to $50,000 for stand-alone financial planning or consulting services
0.20% – 2.00% annually (negotiable based on portfolio size and type of services)
Certain supervised persons may offer insurance products on a commission basis separately
$200 to $1,500 per hour for stand-alone financial planning or consulting services
Account minimum: $10,000,000 Fee-only: Financial planning and consulting fees range from $200 to $1,500 per hour and fixed fees from $10,000 to $50,000
1688 Meridian Avenue, 7 Th Floor, Suite 700
Miami Beach, FL 33139
California · Florida · Texas
Vesta Wealth Management, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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