Dean Toscano
Dean Toscano is a registered investment advisor at Gramercy Park Wealth Advisors, LLC, based in Nashville, TN, with 13 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 195 clients with $88M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Nashville, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Dean conducts individual and group insurance sales and consulting under the name Dean Toscano Insurance, spending about 10-20% of his time on this. He also owns a rental property, offers non-bank loans, and teaches economics and personal finance, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Gramercy Park Wealth Advisors, LLC
Gpwa, LLC
Gpwa, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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.