Gerald Ciciarelli is a registered investment advisor at Edelman Financial Engines, based in East Syracuse, NY, with 14 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
5015 Campuswood Drive, Suite 201, East Syracuse, NY, 13057
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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
Gerald is the Founder, Director, and President of 3rd Ward Community Group, Inc., a community organization, dedicating about 10-20% of his time. He is also the sole owner of Ciciarelli Farms LLC, a garlic farming business, spending minimal time on it primarily during weekends in June, July, and October.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
The Mutual Fund Store
Financial Engines Advisor Center, LLC
The Mutual Fund Store
State Registrations2 states
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