Dominic Boggio is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 6 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gradient Securities, LLC
Gradient Securities, LLCBroker
Gradient Investments, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, 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.