Alan Gildenberg
Alan Gildenberg is a registered investment advisor at Sculati Wealth Management, LLC, based in Bloomfield Hills, MI, with 32 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 349 clients with $380M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Minimum household account size is $500,000 and the minimum annual fee is $5,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above. When the minimum annual fee results in a fee charge that is greater than 3%, this fee charge is reduced so that this fee charge will not exceed 3%.
Fee Estimator
Location
7457 Franklin Road, Suite 222, Bloomfield Hills, MI, 48301
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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 Activities
Alan is involved in several outside business activities. He is an advisor for Message Blocks LLC, reviews real estate deals for Winfire Capital LLC, is a partner at Metis Sports Management LLC, and is a partner at American Standard Roofing LLC, dedicating a few hours per week to the roofing business.
Employment History
Current Registrations
Sculati Wealth Management, LLC
Previous Registrations
Sculati Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Falcon Global Partners, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
First of Michigan CorporationBroker
Painewebber IncorporatedBroker
Rodecker & Company, Investment Brokers, INC.Broker
Painewebber IncorporatedBroker
Rodecker & Company, Investment Brokers, 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.