Assets Under Management
$57.4M
Number of Clients
143
Number of Advisors
3
Average Client AUM
$402K
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gagni Wealth Management provides portfolio management services to high-net-worth individuals, corporations, trusts, and small businesses. They offer three asset allocation model portfolios: Balanced Fund, Moderate Fund, and Value Fund. They also offer hourly fee project-based services including portfolio reviews and financial analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 2.00% |
| $1.3M - $1.5M | 1.75% |
| $1.5M - $1.8M | 1.50% |
| $1.8M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based upon certain circumstances.
17806 Ih 10 Ste. 300, San Antonio, TX, 78257