Gary Casciola
Gary Casciola is a registered investment advisor at Private Client Services, LLC, based in Moon Township, PA, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
501 Marketplace Ave., Suite 200, Moon Township, PA, 15108
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
Gary works for AssuredPartners Investment Advisors as a Registered Investment Advisor (RIA), dedicating about half his time. He also owns GTB Holdings, LLC, a real estate rental company, and spends minimal time on it. Finally, Gary spends minimal time on insurance sales for AssuredPartners.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Ffp Securities, INC.Broker
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.