Gianna Mossotti is a registered investment advisor at Quadcap Wealth Management, LLC, based in Frisco, TX, with 6 years of industry experience. Gianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 582 clients with $1.3B 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 | 1.00% |
Advisory fee is capped at a maximum of 1% of assets under management. Fees are negotiable at the adviser's discretion based on complexity, relationship length, and account size.
Fee Estimator
Location
2600 Network Blvd, Suite 300, Frisco, TX, 75034
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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
Quadcap Wealth Management, LLC
Previous Registrations
Fisher Investments
Exencial Wealth Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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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