Stephen Gagliardi is a registered investment advisor at Greenline Wealth Management, based in Boca Raton, FL, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 247 clients with $120M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. When using Envestnet, there is an additional bundled fee of 0.60% to 0.90%.
Fee Estimator
Location
301 Yamato Road, Suite 3151, Boca Raton, FL, 33431
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephen is the managing member of Greenline Planning LLC, a pass-through company for tax purposes. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Greenline Wealth Management
Previous Registrations
Adp Broker-Dealer, INC.Broker
State Registrations7 states
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