Gino Poli is a CFP-designated registered investment advisor at Pendulum Wealth Partners, based in Itasca, IL, with 7 years of industry experience. Gino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 227 clients with $250M 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 $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $12.0M | 0.80% |
| $12.0M - $24.0M | 0.70% |
| $24.0M - $48.0M | 0.60% |
| $48.0M - $96.0M | 0.50% |
| $96M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy client relationships may be charged a higher wealth management fee than described in the tiered schedule above.
Fee Estimator
Location
500 Park Blvd, Ste 1400, Itasca, IL, 60143
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 ActivitiesSells Insurance
Gino is a licensed insurance agent in Itasca, Illinois, focusing on insurance sales and implementation of insurance recommendations. This activity takes about 10% of his time.
Employment History
Current Registrations
Pendulum Wealth Partners
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
A.G.P. / Alliance Global PartnersBroker
A.G.P / Alliance Global Partners
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.