Gainspoletti Wealth Planners offers investment management services, either directly or through third-party investment managers (TPMs) like Matson Money. They also provide financial planning and consulting services covering various financial goals. Gainspoletti tailors its services to each client's needs and acts in the client's best interest, while also disclosing potential conflicts of interest.
Assets Under Management$110M
Clients183
Advisors3
Avg. per Client$570K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.85% |
Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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