Gagni Wealth Management LLC
Assets Under Management
$57.4M
Number of Clients
143
Number of Advisors
3
Average Client AUM
$402K
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gagni Wealth Management provides portfolio management services to high-net-worth individuals, corporations, trusts, and small businesses. They offer asset allocation model portfolios and manage client accounts on a discretionary or non-discretionary basis. They may also recommend third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
| $2.0M - $2.3M | 1.00% |
| $2.3M+ | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Asset management fees are based on a percentage of your portfolio size, billed quarterly in arrears. The minimum account opening balance is $25,000, which may be negotiable. Hourly consulting is available at $150 per hour. Advisors may also receive commissions from the sale of insurance products. Performance-based fees are charged for asset management accounts specializing in option trading strategies.
Areas of Practice
Location
17806 Ih 10 Ste. 300, San Antonio, TX, 78257