Garrett D'alessandro
Garrett D'alessandro is a CFA-designated registered investment advisor at Sandro Wealth Management LLC, based in Rancho Santa Fe, CA, with 34 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee rate will be variable depending on the client's total assets under management with Sandro Wealth and level of service. Sandro Wealth may offer discounts to clients on its advisory fee in its sole discretion. Typically, such discounts are based on the services provided as well as the amount of assets under management with Sandro.
Fee Estimator
Location
Rancho Santa Fe, CA
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Regulatory 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 Activities
Garrett is a board member for a community non-profit organization, assisting with financials. This activity is not investment-related.
Employment History
Current Registrations
Sandro Wealth Management LLC
Previous Registrations
Symphonic Securities LLCBroker
Symphonic Financial Advisors LLC
City National Rochdale
Cnr Securities, LLCBroker
Rochdale Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.