Gabriel Lapito
Gabriel Lapito is a CFP, PFS-designated registered investment advisor at Merit Financial Advisors, based in Billings, MT, with 19 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B 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 | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
12 Avanta Way, Suite 1, Billings, MT, 59102
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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
Gabriel is involved in several business activities, including fixed insurance sales, serving as corporate secretary for Business & Estate Planning, Inc., and acting as president, director, and owner of Kingdom Stewards, Inc. He also owns real estate holding companies and is involved in bookkeeping, dedicating varying amounts of time to each activity.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 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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