George Gagliardi is a CFP-designated registered investment advisor at Astoria Portfolio Advisors LLC, based in Lexington, MA, with 16 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,089 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Astoria Portfolio Advisors' fees are based on the scope of work and are generally charged as a percentage of assets under management, typically ranging from 0.15% to 0.35% annually. For clients without an RIA intermediary, fees range from 0.20% to 1.25%. Astoria also offers fixed dollar amount fees. There is a minimum fee per account of around $1,500 per year, which may be waived in certain instances. Fees are generally paid monthly or quarterly.
Location
Lexington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Astoria Portfolio Advisors LLC
Previous Registrations
Trust Advisory Group LTD
Compass Capital Corporation
State Registrations1 state
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