Advisor at Vita Wealth Advisors, 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.
Firm
Vita Wealth Advisors, LLC
Location
Manhattan Beach, CA 90266
Credentials
CFP®
Industry experience
1 year
Jessie Hale is a CFP® professional at Vita Wealth Advisors, LLC with 21 years of industry experience, including 19 years at The Northern Trust Company. Hale has been with Vita Wealth Advisors since 2024. Vita Wealth Advisors serves a small number of high-net-worth individuals and family-related entities with comprehensive wealth planning, investment management, and divorce financial analysis. The firm tailors investment programs to clients’ goals and risk tolerance, utilizing quantitative techniques and a concentrated, high-touch advisory model.
Based on Vita Wealth Advisors, LLC
Fixed fees generally range from $3,000 to $15,000 for wealth planning services
up to 0.70% annually (maximum advisory fee)
$500 per hour for wealth planning services
Account minimum: $1,000,000
24 Westport, Fl 2
Manhattan Beach, CA 90266
California
Vita Wealth Advisors, LLC
2024 - Present (2 years)
The Northern Trust Company
2005 - 2024 (19 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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Joseph C. Longo, Attorney At Law
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