Roberto Bandelli
Roberto Bandelli is a registered investment advisor at Wisdom Capital Asset Management, LLC, based in New York, NY, with 3 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 30 clients with $77M 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 | 2.00% |
Also charges a quarterly performance fee equal to 20% of new net profits. Fees are generally not negotiable.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roberto is the sole partner and employee of Wisdom LLC, a strategy consulting firm that is currently inactive. He spends minimal time on this business.
Employment History
Current Registrations
Wisdom Capital Asset Management, LLC
State Registrations1 state
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