Albert Naticchioni
Albert Naticchioni is a registered investment advisor at Gradient Advisors, LLC, based in Pueblo, CO, with 26 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M 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 |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
311 W 24th St, Pueblo, CO, 81003
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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
Albert is a Member and Investment Advisor Representative at Allied Wealth Investments LLC, dedicating about 10-20% of his time to investment services. He is also a Member and Agent at Allied Wealth Financial Group, spending nearly full-time selling fixed, indexed, and life insurance. Additionally, Albert is a member of the Finance Oversight committee for ARC of Colorado, spending minimal time reviewing financials.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Specialized Advisors
Secure Investment Management, LLC
Client One Securities LLC
Client One Securities LLCBroker
Sunset Financial Services, INC.Broker
Nylife Securities INC.Broker
Mutual of Omaha Investor Services, INC.Broker
New England Securities CorporationBroker
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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