Gene Tortorello
Gene Tortorello is a CFA-designated registered investment advisor at Hedged Alpha Capital Management, LLC, based in Fairfield, NJ, with 5 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is approximately 2.0% annually, billed quarterly in advance at 0.5% per calendar quarter. An additional 20% performance allocation applies to net quarterly profits subject to a high-water mark.
Fee Estimator
Location
124 Fairfield Road, Fairfield, NJ, 07004
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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 Activities
Gene is an accountant providing tax advisory services. This activity is not investment-related.
Employment History
Current Registrations
Hedged Alpha Capital Management, LLC
3i Wealth Management LLC
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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