Brent Gargano
Brent Gargano is a CFP-designated registered investment advisor at National Wealth Management Group, LLC, based in Cincinnati, OH, with 12 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.
Fee Estimator
Location
11260 Chester Road, Suite 250, Cincinnati, OH, 45246
Get directionsHistory
Regulatory History (1)
Financial
February 2017Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage 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
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