VC

Vincent Rico Cione

24 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
685 clients
Average Client Portfolio
$241K average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:Up to $2,000
Hourly Rate:$100 - $200/hr

T2 Asset Management charges an asset-based fee, calculated as a percentage of managed assets, not exceeding 2.0%. Fees are negotiable based on account size and complexity. Fees are payable quarterly in advance. They may also charge an hourly fee of $100 to $200 for reviewing assets held away from the firm, depending on complexity. A fixed fee of up to $2000 may be charged for financial plans. A minimum account size of $100,000 is generally required, but may be waived at their discretion.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Loading...

Advisor Information

Office location

1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Withdrawn
Other Business ActivitiesSells Insurance

Vincent is an agent selling fixed/traditional insurance products since 2017, dedicating minimal time to this activity. He is also a Senior Wealth Manager at T2 Asset Management LLC, managing investment accounts and spending about a quarter of his time on this.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
February 2017 - Present · 8 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2017 - Present · 8 yrs 11 mos
T2 Asset Management, LLC
January 2017 - Present · 9 yrs
Previous Registrations
Wayne Hummer Investments L.L.C.
June 2011 - January 2017 · 5 yrs 7 mos
Wayne Hummer Investments L.L.C.Broker
September 2005 - January 2017 · 11 yrs 4 mos
Chase Investment Services CORP.
July 2005 - September 2005 · 2 mos
Chase Investment Services CORP.Broker
July 2005 - September 2005 · 2 mos
Banc One Securities Corporation
November 2002 - July 2005 · 2 yrs 8 mos
Banc One Securities Corporation
June 2002 - October 2002 · 4 mos
Banc One Securities CorporationBroker
December 2001 - July 2005 · 3 yrs 7 mos
State Registrations7 states
AZFLILINKYMEWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Vincent Rico Cione - Financial Advisor | AdvisorDiscover