Debra Gaglioti
Debra Gaglioti is a registered investment advisor at Capital Planning Associates, Incorporated, based in Marlton, NJ, with 24 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Planning Associates charges a percentage of your portfolio's value each year. The exact fee depends on the type of account (equity/balanced or fixed income) and the amount you invest.
Equity and Balanced Accounts:
- Up to $100,000: 3.00%
- $100,001 to $250,000: 2.50%
- $250,001 to $750,000: 2.25%
- $750,001 to $1,250,000: 1.75%
- $1,250,001 to $2,500,000: 1.25%
- $2,500,001 and above: 1.10%
Fixed Income Accounts:
- Up to $100,000: 1.50%
- $100,001 to $250,000: 1.35%
- $250,001 to $750,000: 1.20%
- $750,001 to $1,500,000: 1.00%
- $1,500,001 to $3,000,000: 0.85%
- $3,000,001 and above: 0.65%
These fees do not include brokerage commissions or other transaction fees.
Location
525 ROUTE 73 North, Suite 218, Marlton, NJ, 08053
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
Debra is an investment advisor representative with Capital Planning Associates, Inc. and an independent insurance agent. She also holds positions at Captive Planning Resources LLC, Captive Planning Associates LLC, and as an Operations Officer at Captive Planning Associates, dedicating a significant amount of time to these roles.
Employment History
Current Registrations
Capital Planning Associates, Incorporated
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Walnut Street Securities, INC.
R F Consulting Group, LLC
Walnut Street Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.