Gaetano Scalzo
Gaetano Scalzo is a registered investment advisor at Claremont Financial Group,inc., based in Claremont, CA, with 5 years of industry experience. Gaetano is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 275 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to an additional 0.05% fee for broker-dealer oversight. Third-party platform fees may apply.
Fee Estimator
Location
464 North Indian Hill Blvd., Claremont, CA, 91711-4650
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
Gaetano is an investment advisory representative at Claremont Financial Group Inc. since March 2021, dedicating full-time hours to this role. Gaetano is also a life insurance agent since September 2019.
Employment History
Current Registrations
Claremont Financial Group,inc.
Capital Investment Group, INC.Broker
State Registrations12 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.
Exams
More Advisors
- Brandon Morton, CFPFinancial Designs Corporation
- Scott Smith, CFAGould Asset Management LLC
- Jeffrey Wells, ChFCNorthwestern Mutual Investment Services,llc
- Cynthia Stauffer, CFPLPL Financial LLC
- Thomas Carr, CFPGould Asset Management LLC
- John Heitkemper, CFAGould Asset Management LLC