Gustavo Nazario
Gustavo Nazario is a CFP-designated registered investment advisor at Select Private Wealth, based in Lake Mary, FL, with 13 years of industry experience. Gustavo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 42 clients with $11M 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 | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
Lake Mary, FL
Get directionsHistory
Regulatory History (3)
Regulatory
September 2021Employment Separation After Allegations
May 2020Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Gustavo is involved in insurance sales, including annuities, life insurance, long-term care, and disability, dedicating about a quarter of his time. He is also an investment advisor with Select Advisory Group Inc, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Select Private Wealth
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Select Advisory Group INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
Lincoln Financial Securities CorporationBroker
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.