Alberto Gaglianese
Alberto Gaglianese is a CFP-designated registered investment advisor at Capital Analysts, based in Marlton, NJ, with 40 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alberto is involved in several real estate ventures, including flipping and renting properties, dedicating minimal time to each. He is also an agent with Breakthrough Insurance Group, selling life insurance, annuities, and long-term care products, also dedicating minimal time to this.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations17 states
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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