Gene Tortorello is a CFA-designated registered investment advisor at 3i Wealth 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 110 clients with $28M 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% |
Standard portfolio management is charged at 1%. Specialized investment strategies are charged at 1.50%. Accounts with $275,000 or less pay a fixed annual fee of $2,500. Fees are generally negotiable.
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
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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