Gary Martinelli is a registered investment advisor at Tableaux Wealth, based in Stockbridge, MA, with 26 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 157 clients with $150M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Certain clients may be subject to a legacy fee schedule that may differ from the one above. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Stockbridge, MA
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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 Activities
Gary conducts law practice as a manager at Martinelli Law, LLC, and is the CEO of East Springfield Industrial Buildings Corporation, Trio Development Corporation, and Ware Business Center, LLC, all owning/leasing commercial real estate. He also owns/leases residential real estate and markets prepaid card programs, dedicating about 10-20% of his time to Martinelli Law and minimal time to the other activities.
Employment History
Current Registrations
Tableaux Wealth
Previous Registrations
Martinelli Portfolio Management, INC.
State Registrations1 state
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