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Gabriella Bracaglia

15 Years of Experience
White Plains, NY

Gabriella Bracaglia is a registered investment advisor at Prato Capital Management, based in White Plains, NY, with 15 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 326 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
326 clients
Average Client Portfolio
$689K average
Assets Under Management
$224.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The management fee is negotiable based on the size of the account. The client may aggregate or household accounts to negotiate a lower fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

70 Gedney Way, White Plains, NY, 10605

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gabriella works as a server at Atria Woodlands Assisted Living, dedicating about a quarter of her time to waiting tables during dinner. She also works as a bartender at Doubleday's, spending about 10-20% of her time on guest service.

Employment History
Current Registrations
Prato Capital Management
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2009 - November 2017 · 7 yrs 11 mos
State Registrations2 states
CTNY
Advisor

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.

Exams
No exam information available for this advisor.
Gabriella Bracaglia - Financial Advisor | TrueAdvisor