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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ascade LLC 4 years, 8 months Jan 2015 - Present
International Fidelity Insurance Company 5 years, 3 months Jan 2009 - Apr 2014

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Vincent Riccordella

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Answers

Ask a financial questionAsk a question
What % of 401k Plans offer etfs today?
Too few in my opinion. ETFs are a great low cost alternative to mutual funds.. 401k Plan Advisors have been slow to recognize this reality. I would have expected ETFs to have become a bigger part of 401k investing by now just as it has become big part of non 401k investing. High fees including f...  (more)
Answered Nov 2017
How would you invest $100,000 to ensure a minimum of 7% growth a year? What would your flat fee a year be to invest it?
Sara, unfortunately there are no guarantees in life or in the world of investing. In the current low interest rate environment and with the stock market having gone up so far so fast, a return of that size over the near and intermediate term will certainly involve some risk taking on your part. ...  (more)
Answered Nov 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 2, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Dec. 3, 2018
      • $3.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Chestnut Group

    Last updated on Oct. 11, 1962
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
        Accounts
      • N/A
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements