Gavin Borzello
Gavin Borzello is a registered investment advisor at American Wealth Management, INC., based in Alpharetta, GA, with 26 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 565 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM's fees for managed accounts range from 1% to 2% annually, paid quarterly, based on the account value at the end of the quarter. Fees are negotiable depending on the client's circumstances. Raymond James custodied accounts may incur custodial transaction costs.
Location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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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
Gavin works part-time as an insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
American Wealth Management, INC.Broker
State Registrations5 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.