Brian Gasbarro is a registered investment advisor at Pension & Wealth Management Advisors, based in Waltham, MA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $450M 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% |
Under certain circumstances, PWMA may negotiate the fee based on the portfolio being managed and the scope of the relationship.
Fee Estimator
Location
800 South Street, Suite 160, Waltham, MA, 02453
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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
Brian is the Director of Sales at MassPay, managing employees and selling HR and payroll services, dedicating nearly full-time hours to this role. He also owns Belenus Farms LLC, an activity that is not investment-related and requires minimal time.
Employment History
Current Registrations
Pension & Wealth Management Advisors
Previous Registrations
Pension & Wealth Management Advisors
LPL Financial LLCBroker
LPL Financial LLC
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
J. P. Morgan Invest, LLCBroker
State Registrations1 state
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