Gail Wiesenfeld is a registered investment advisor at Nardis Advisors LLC, based in New Rochelle, NY, with 10 years of industry experience. Gail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 153 clients with $180M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts above $10 million. Firm generally requires an $8,000 annual minimum fee. Multi-employee retirement plans and 529 plans are charged flat fees of 0.50% and 0.40% respectively.
Fee Estimator
Location
New Rochelle, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nardis Advisors 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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