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Marc Gagni

Maridea Wealth Management
13 Years of Experience
San Antonio, TX
Sells Insurance
View SEC Summary
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Marc Gagni is a registered investment advisor at Maridea Wealth Management, based in San Antonio, TX, with 13 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.

Maridea Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,555 clients
Average Client Portfolio
$617K average
Assets Under Management
$958.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

17806 Ih 10 Ste. 300, San Antonio, TX, 78257

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marc is a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of insurance recommendations. He also owns Gagni Ventures Management Company LLC and spends minimal time managing an LP and reviewing potential private investments. Marc is also an Investment Advisor Representative for Gagni Wealth Management LLC and Maridea Wealth Management LLC.

Employment History
Current Registrations
Maridea Wealth Management
August 2024 - Present · 2 yrs 2 mos
Gagni Wealth Management LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Spc
February 2013 - December 2013 · 10 mos
State Registrations1 state
TX
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.
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