Andrew Gularte is a CFA-designated registered investment advisor at Ensemble Financial, INC., based in Dallas, TX, with 6 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3 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. Minimum account size is $50,000, which may be waived.
Fee Estimator
Location
Dallas, TX
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 →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.
Exams
More Advisors
- Jules Jouvenat, CFPHightower Advisors, LLC
- Nicholas Lalonde, CFPLPL Financial LLC
- Zechariah Daugherty, CFPCreative Planning
- William Whitten, CFPCaptrust
- Jonas Roos, CFPCapital Investment Advisors, LLC
- Stephanie Sammons, CFPSammons Wealth