Gloria Bartolotta
Gloria Bartolotta is a registered investment advisor at Darwin Wealth Management, based in Tampa, FL, with 1 years of industry experience. Gloria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 835 clients with $610M 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 $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are applied on a blended basis and are negotiable. Additional model fees ranging from 0.10% to 0.75% may apply depending on the selected investment model.
Fee Estimator
Location
4601 W North A Street, Tampa, FL, 33609-1909
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 →Other Business ActivitiesSells Insurance
Gloria is an insurance agent selling fixed insurance products since 2019. She dedicates minimal time to this activity.
Employment History
Current Registrations
Darwin Wealth Management
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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