GG
CFP
GG
CFP

Giovanni Gambino

14 Years of Experience
Bloomfield, NJ

Giovanni Gambino is a CFP-designated registered investment advisor at Inner Circle Platinum Advisors LLC, based in Bloomfield, NJ, with 14 years of industry experience. Giovanni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

For ongoing advice, Inner Circle Platinum Advisors offers a monthly subscription or an annual contract for a fixed fee. The fee ranges from $4,800 to $24,000 per year, paid monthly or quarterly.

For specific advice, Inner Circle Platinum Advisors charges an hourly fee of $500, paid after the consultation.

Annual Retainer:$4,800 - $24,000/year
Hourly Rate:$500/hr
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Location

Bloomfield, NJ

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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 Activities

Giovanni is the president and sole owner of Inner Circle Advisors LLC, a tax preparation and planning business, since 2004. He spends about a quarter of his time on this business, primarily during tax season, often after market hours.

Employment History
Current Registrations
Inner Circle Platinum Advisors LLC
July 2011 - Present · 14 yrs 10 mos
State Registrations1 state
NJ
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.