William Gamello
William Gamello is a registered investment advisor at Wpm Wealth Advisors LLC, based in Saratoga Springs, NY, with 36 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 353 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPM Wealth Advisors offers portfolio management services under a wrap fee program. The annual fee ranges from 0.00% to 3.00% of your portfolio, and the fees are negotiable. The fee covers transaction costs. Fees are paid in advance on a quarterly basis, calculated using the value of your portfolio on the last business day of the prior billing period. If you terminate the agreement, you'll receive a prorated refund of any unearned fees.
Location
63 Putnam Street, Suite 202, Saratoga Springs, NY, 12866
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2013Other Business Activities
William owns a residential rental unit since 2021, collecting rent, paying bills, and maintaining the property. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Wpm Wealth Advisors LLC
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
Dcm Advisors, LLC
Dinosaur Financial Group, L.L.CBroker
Dinosaur Financial Group, L.L.CBroker
Dlg Wealth Management LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Dinosaur Securities, L.L.C.Broker
Mcginn, Smith & CO., INC.Broker
Wachovia Securities Financial Network, LLCBroker
Auerbach, Pollak & Richardson INC.Broker
American Fronteer Financial CorporationBroker
Vtr Capital, INC.Broker
Mlb Investments, LTD.Broker
Monmouth Investments, INC.Broker
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
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.