Gregory Zanetti
Gregory Zanetti is a registered investment advisor at Zanetti Financial, LLC, based in Albuquerque, NM, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,481 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.50% |
Rates shown are for equities. Fixed income assets are charged at 0.20% for the first $10M and 0.10% above $10M. Cash is charged 0%. All fees are subject to New Mexico Gross Receipts Tax and are negotiable.
Fee Estimator
Location
5130 San Francisco Rd Ne, Suite A, Albuquerque, NM, 87109
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1991Employment History
Current Registrations
Zanetti Financial, LLC
Previous Registrations
Zanetti Financial, LLC
Zanetti Financial, LLC
Zanetti Financial, LLC
Talbot Financial, LLC
Financial Network Investment Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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