Marc Gagni is a registered investment advisor at Maridea Wealth Management, based in San Antonio, TX, with 13 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
17806 Ih 10 Ste. 300, San Antonio, TX, 78257
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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 ActivitiesSells Insurance
Marc is a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of insurance recommendations. He also owns Gagni Ventures Management Company LLC and spends minimal time managing an LP and reviewing potential private investments. Marc is also an Investment Advisor Representative for Gagni Wealth Management LLC and Maridea Wealth Management LLC.
Employment History
Current Registrations
Maridea Wealth Management
Gagni Wealth Management LLC
Previous Registrations
Spc
State Registrations1 state
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.