Marilyn Gentilotti
Marilyn Gentilotti is a CFP-designated registered investment advisor at Washington Trust Advisors, based in Wellesley, MA, with 10 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 845 clients with $2.4B 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 $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee is $7,500. Fees and minimum account size may be negotiable. Accounts where the parent company serves as corporate trustee in equity strategies may range from 0.30% to 1.25%.
Fee Estimator
Location
20 William St, Suite 135, Wellesley, MA, 02481
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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 ActivitiesSells Insurance
Marilyn works as an associate at the law firm Cushing & Dolan, P.C., dedicating nearly full-time hours. She also offers non-investment related assistance with tax preparation, bookkeeping, and estate planning through Beacon Light Planning, LLC, and is an independent insurance producer, while also assisting in her husband's business about 10-20% of her time.
Employment History
Current Registrations
Washington Trust Advisors
Previous Registrations
Beacon Light Planning, LLC
Edward Jones
Edward JonesBroker
Intersecurities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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
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