Vincent D'eletto
Advisor at Investment Insight 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 Investment Insight 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
Brightwaters, NY
Credentials
Series 65
Industry experience
1 year
Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC with over 12 years of combined industry experience, including roles at his current firm and prior engagements. He holds a Series 65 designation. Outside of his advisory work, he owns Clarion Inbound Marketing, LLC, a marketing and consulting business. Investment Insight Wealth Management provides investment management, comprehensive financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm integrates fiduciary ERISA services with tailored portfolio management and employs a disciplined investment process involving fundamental analysis and ongoing portfolio monitoring.
Based on Investment Insight Wealth Management, LLC
Based on Investment Insight Wealth Management, LLC
Comprehensive Financial Planning has a maximum flat fee up to 1.5% of annual household income or a negotiated flat fee not less than $3,750; Retirement Plan Consulting flat fees range from $1,000 to $3,000; 401(k) account reviews flat fee of $299
$0 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Up to $350 per hour for Comprehensive Financial Planning and Retirement Plan Consulting services
Account minimum: $500,000 Minimum fee: $6,250 annual minimum fee for Investment Management service (negotiable and may be waived) Fee-only: Investment Management, Comprehensive Financial Planning, and Retirement Plan Consulting fees; no commissions charged
Brightwaters, NY
New York
Investment Insight Wealth Management
2023 - Present (3 years)
Wordagents.com
2014 - Present (12 years)
Investment Insight Wealth Management
2008 - 2017 (9 years)
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