David Gatti is a registered investment advisor at Risk Paradigm Group, LLC, based in Burlington, MA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $99M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$99.5M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Burlington Mall Road, Suite 307, Burlington, MA, 01803
Get directionsHistory
Regulatory History (3)
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Customer Dispute
December 2013Denied
Customer Dispute
November 2012Settled
Customer Dispute
March 2012Settled
Other Business Activities
David is a partner at Risk Paradigm Group, LLC since 2011. This activity is not investment-related.
Employment History
Current Registrations
Risk Paradigm Group, LLC
February 2017 - Present · 9 yrs 2 mos
Rpg Family Wealth Advisory, LLC
October 2011 - Present · 14 yrs 6 mos
State Registrations2 states
MATX
Advisor
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
No exam information available for this advisor.