Carole Gelotti is a registered investment advisor at It Matters Financial, LLC, based in Nashua, NH, with 9 years of industry experience. Carole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IT Matters Financial charges a fee for managing your investments, which is calculated quarterly based on the value of your portfolio. The annual fee is determined by the following schedule:
- $0 to $100,000: $0 management fee, but a $1,800 total annual fee (includes $150/month planning fee)
- $100,001 to $200,000: $1,000 management fee, totaling $2,800 annually (includes $150/month planning fee)
- $200,001 to $300,000: $2,000 management fee, totaling $3,800 annually (includes $150/month planning fee)
- $300,001 to $400,000: $3,000 management fee, totaling $4,800 annually (includes $150/month planning fee)
- $400,001 to $500,000: $4,000 management fee, totaling $5,800 annually (includes $150/month planning fee)
- $500,001 to $1,000,000: $6,000 total annual fee
- $1,000,001 to $2,000,000: $8,000 total annual fee
- Over $2,000,000: $10,000 total annual fee
Clients with over $500,000 in assets under management do not pay the monthly planning fee.
Location
Nashua, NH
Get directionsHistory
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
Carole works as a Principal Engineer at Dell Systems, dedicating full-time hours to this role. This activity provides a substantial source of income for her.
Employment History
Current Registrations
It Matters Financial, LLC
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.