Beta Management operates exclusively as a referral service, connecting individuals seeking investment advice with other registered investment advisors. Beta Management does not directly manage client portfolios, provide direct financial planning, or offer investment strategies. Instead, Beta Management recommends reputable investment advisors and earns referral fees paid out of the advisory fees charged by those referred advisors. Clients do not pay any extra fees because of this referral arrangement. Beta Management is owned and operated solely by Maria Gazzola, focusing primarily on high net worth individuals, with a majority of clients being non-United States residents.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.