Andrew Gularte is a CFA-designated registered investment advisor at Ensemble Financial, INC., based in Dallas, TX, with 6 years of industry experience. Andrew 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 3 more. Their firm serves 11 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.80% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $750K | 2.05% |
| $750K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.30% |
Fees are negotiable. Ensemble Financial also directs clients to third-party money managers, Academy Capital Management, and receives a portion of the fees charged by those managers. The total fee you pay will be up to 2% of your assets, with Ensemble Financial receiving up to 1.50% and the third-party manager receiving up to 0.50%.
Fee Estimator
Location
Dallas, TX
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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
Ensemble Financial, INC.
Titleist Capital, LLC
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations2 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.