Gerard Iacangelo
Gerard Iacangelo is a registered investment advisor at Iacangelo Financial Group, LLC, based in Portsmouth, NH, with 18 years of industry experience. Gerard 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 108 clients with $26M 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% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
170 Commerce Way, Suite 200, Portsmouth, NH, 03801
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
Gerard is the owner/agent of Iacangelo Financial Group, LLC, where he focuses on insurance sales and service. This takes about half of his time, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
Iacangelo Financial Group, LLC
Previous Registrations
Alphastar Capital Management, LLC
Planmember Securities Corporation
State Registrations2 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.