Gagni Wealth Management provides investment advice through its licensed advisors. They offer portfolio management services, developing asset allocation model portfolios based on client goals, time horizon, and risk tolerance. They manage accounts on a discretionary or non-discretionary basis. Gagni Wealth Management also offers hourly fee project-based services, including portfolio reviews and in-depth financial analysis. They may recommend and sell insurance products, receiving commissions from the insurance company.
Assets Under Management$57M
Clients143
Advisors3
Avg. per Client$400K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...