Gabrielle Stapleton
Gabrielle Stapleton is a CFP-designated registered investment advisor at Capital Research & Consulting LLC, based in Scottsdale, AZ, with 8 years of industry experience. Gabrielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $6B 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% |
Consulting services range from 0.05% to 0.35% annually, and managed portfolio options range from 0.10% to 0.50% annually, or as otherwise negotiated.
Fee Estimator
Location
Scottsdale, AZ
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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 →Employment History
Current Registrations
Arroyo Investment Group, LLC
Capital Research & Consulting LLC
Previous Registrations
Capital Research & Consulting 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.
Exams
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