DG

David Michael Gatti

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.75%

Management fee of up to 0.75% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

RPg charges a management fee of up to 0.75% per year based on the assets managed in the client's account. The fees are based on the market value of the assets at the end of the prior calendar quarter. The firm generally requires a minimum account size of $25,000, but this may be higher or lower at RPg's discretion. Fees do not cover execution-related expenses or commissions. Fees for RPg Tactical Strategies offered by Model Manager and Unified Managed Account platform sponsors are determined by the Platform Sponsor.

Areas of Practice
Investment Management
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Advisor Information

Office location

25 Burlington Mall Road, Suite 307, Burlington, MA, 01803

Get directions
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2013
Denied
Customer Dispute
November 2012
Settled
Customer Dispute
March 2012
Settled
Other Business Activities

David is a partner at Risk Paradigm Group, LLC since 2011. This activity is not investment-related.

Employment History
Current Registrations
Risk Paradigm Group, LLC
February 2017 - Present · 8 yrs 11 mos
Rpg Family Wealth Advisory, LLC
October 2011 - Present · 14 yrs 3 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
David Michael Gatti - Financial Advisor | AdvisorDiscover