Gina Giannou is a registered investment advisor at Life Planning Agency, INC, based in Dix Hills, NY, with 4 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 20 clients with $4.1M 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 | 0.75% |
Fee Estimator
Location
Dix Hills, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gina is the owner and operator of GIGL Accounting Inc. since December 2022, focusing on tax preparation and bookkeeping, taking about half of Gina's time.
Employment History
Current Registrations
Life Planning Agency, INC
State Registrations1 state
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