Gabriel Trasatti is a PFS-designated registered investment advisor at Trasatti Wealth Planning, LLC, based in Baltimore, MD, with 15 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $69M 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 | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Baltimore, MD
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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 →Employment History
Current Registrations
Trasatti Wealth Planning, LLC
Previous Registrations
Pinnacle Advisory Group, INC.
Levin Financial Services, INC.
Levin Financial Services, INC.
Legg Mason Wood Walker INC
State Registrations2 states
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