Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of Instrumental Wealth.
Fee Estimator
Instrumental Wealth charges fixed fees for financial planning and consulting, ranging from $1,000 to $15,000, depending on the scope and complexity. Investment management fees are based on a tiered percentage of assets under management. For clients with less than $50,000 in assets under management, there is an annual technology fee of $40 per account. The firm may negotiate fees based on various criteria. Additionally, 529 accounts will be assessed advisory fees on a separate flat rate basis of 1.0%.
Areas of Practice
Advisor Information
Office location
Tarrytown, NY
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gabriella is a licensed insurance agent in New York, selling life, health, variable life, variable annuities, accidental, and travel insurance. This activity is investment-related.