Ilir Gjoni is a CFP-designated registered investment advisor at Capital Preservation Partners, INC., based in Bronxville, NY, with 2 years of industry experience. Ilir 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 406 clients with $190M 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 $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be individually negotiated.
Fee Estimator
Location
55 Pondfield Road, Bronxville, NY, 10708-3703
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
Ilir is a broker owner at Alphabet Realty, LTD., a real estate brokerage firm, since 2019. He spends minimal time using the brokerage firm for real estate market research.
Employment History
Current Registrations
Capital Preservation Partners, INC.
State Registrations5 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.