Gary D'alessio
Gary D'alessio is a registered investment advisor at Verity Asset Management, based in Berlin, NJ, with 6 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,838 clients with $1.2B 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 $100K | 1.50% |
| $100K - $150K | 1.20% |
| $150K - $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.45% |
Enhanced Income Model charges a flat 0.60% and Tax-Exempt Income Model charges a flat 0.90%. Certain models carry additional strategy-specific management fees.
Fee Estimator
Location
Berlin, NJ
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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 →Other Business ActivitiesSells Insurance
Gary is a partner at Downes-D'Alessio Group, LLC, an insurance agency, and sells life and health insurance, taking about half of his time. He is also a county investigator for the Burlington County Prosecutor's Office (nearly full-time), an insurance agent for Teacher's Pension and Insurance Services (full-time), and the owner of Victus Solutions, LLC, a merchant services business (minimal time).
Employment History
Current Registrations
Verity Asset Management
Previous Registrations
Verity Asset Management
State Registrations3 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
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