Diana Gazzola is a registered investment advisor at Gentrust, based in Miami, FL, with 7 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 277 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual base fee varies up to 1.50% depending upon the market value of assets under management and the type of investment management services rendered. Fees are negotiable.
Fee Estimator
Location
1450 Brickell Avenue, Suite 3050, Miami, FL, 33131
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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
Diana works as an Operations Manager for Insigneo Advisory Services since March 2021 and Head of Operations for Insigneo International Financial Services since February 2023. This investment-related role takes about a quarter of Diana's time.
Employment History
Current Registrations
Gentrust
Previous Registrations
Insigneo International Financial Services LLCBroker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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