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Tracey Rinaldi
1 Year of Experience
New York, NY
1 Disclosure
Tracey Rinaldi is a registered investment advisor at Nerdwallet Wealth Partners, LLC, based in New York, NY, with 1 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 694 clients with $260M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
694 clients
Average Client Portfolio
$379K average
Assets Under Management
$262.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The annual fees are negotiable. For accounts with assets under $100,000, the annual fee is a flat $900.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
123 William Street, 21st Floor, New York, NY, 10038
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2024Employment History
Current Registrations
Nerdwallet Wealth Partners, LLC
August 2025 - Present · 9 mos
Previous Registrations
Capital Group Private Client Services, INC.
December 2024 - August 2025 · 8 mos
State Registrations1 state
NY
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.