How does the advisor help clients – Key Takeaways:
GAGNI WEALTH MANAGEMENT LLC is a financial advisory firm that provides comprehensive services to help clients achieve their financial goals. Through their expertise and experience, they guide individuals, families, and businesses to make strategic financial decisions that align with their short-term and long-term objectives. Below are some key takeaways of how GAGNI WEALTH MANAGEMENT LLC assists their clients:
- Offers personalized financial planning and investment management services
- Provides objective and unbiased financial advice
- Strives to build long-lasting relationships with clients
- Follows a client-centric approach
- Empowers clients to make informed decisions about their finances
Facts and Insights
GAGNI WEALTH MANAGEMENT LLC was founded in 2008 by John Gagni, a highly experienced and knowledgeable financial advisor. With over 20 years of experience in the financial industry, John has built a team of skilled professionals who are dedicated to helping clients achieve their financial goals. The firm is headquartered in New York, and they serve clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years (since 2008) |
Financial Services Offered
GAGNI WEALTH MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their major services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business planning
Client Types
GAGNI WEALTH MANAGEMENT LLC serves various types of clients, including:
- High net worth individuals
- Business owners
- Corporate executives
- Families and multi-generational households
- Retirees
- Small and medium-sized businesses
- Non-profit organizations
- Trusts and estates
Fees & Compensation
GAGNI WEALTH MANAGEMENT LLC follows a fee-only structure, which means they do not earn commissions from the sale of financial products. The firm charges a percentage of assets under management as their fee, and this fee is typically lower for larger portfolios. They are committed to transparency and provide a clear breakdown of their fees to clients.
Background
The founder of GAGNI WEALTH MANAGEMENT LLC, John Gagni, has a strong academic background in finance and economics. He holds a Bachelor’s degree in Economics and an MBA in Finance. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). In addition to leading the firm, John is actively involved in industry organizations and serves on the board of directors for several non-profit organizations.
Financial Advisor Disclosures to Know
GAGNI WEALTH MANAGEMENT LLC has a clean record with regulatory bodies, and there are no disclosures or legal actions against the firm or its advisors. They adhere to strict ethical standards and prioritize the best interests of their clients above all.