Paul Gianotti
Paul Gianotti is a registered investment advisor at Gianotti Wealth Advisory, based in Kankakee, IL, with 23 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Grandfathered clients may be charged a different rate.
Fee Estimator
Location
1949 W Court St, Kankakee, IL, 60901
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
Paul is a limited partner in Bottleneck, Oakbrook, LLC, a restaurant/bar, but has no duties and spends no time on it. Paul is also an independent insurance agent, spending a few hours per week on insurance sales and services.
Employment History
Current Registrations
Gianotti Wealth Advisory
Previous Registrations
Mutual Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.