AS
AS

Alessandro Segnatelli

1 Year of Experience
South Boston, MA
Broker

Alessandro Segnatelli is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in South Boston, MA, with 1 years of industry experience. Alessandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
200 advisors
Number of Clients
4,251 clients
Average Client Portfolio
$118.2M average
Assets Under Management
$502.4B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.65%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.40%

Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

South Boston, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
December 2024 - Present · 1 yr 10 mos
Columbia Management Investment Distributors, INC.
October 2024 - Present · 2 yrs
Columbia Management Investment Distributors, INC.Broker
October 2024 - Present · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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