Claudio Neto
Claudio Neto is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 16 years of industry experience. Claudio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 315 clients with $310M 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 $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fixed income only accounts are charged 0.55%. Held away accounts incur an additional 0.25% fee. Fees are negotiable for family, friends, and special circumstances.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2022Customer Dispute
January 2020Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Claudio is a sales agent for life insurance since 2020, and president/member of several companies including GFG Consulting, PGW Partners LLC (real estate holding), GFG Payroll LLC, GG Investments LLC (real estate investments), GG Group Ventures LLC (consulting), and GFG Benefits LLC (employee group benefits); he also owns Offline Brands LLC (fishing apparel/gear). These activities each take about 10-20% of Claudio's time.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Gfg Solutions
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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
More Advisors
- Michelle TaylorGfg Solutions
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.
- Jacob Carris, CFA, CFPJake Carris Financial Planning
- Allison Young, CFPStonebridge Financial Planning Group, LLC
- Bruce Baltich, ChFCState Farm Investment Management CORP.