Gabriel Nardi is a CFA-designated registered investment advisor at Tadpole Investments LLC, based in Stamford, CT. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $2M 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 | 0.50% |
Fees are negotiable. Qualified clients can pay 0.5% of assets under management and an 8% performance fee based on capital appreciation.
Fee Estimator
Location
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel is the founder of a software company that is developing a web-based application for authors.
Employment History
Current Registrations
Tadpole Investments LLC
State Registrations1 state
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.