Gaetano Scalzo
Gaetano Scalzo is a registered investment advisor at Claremont Financial Group,inc., based in Claremont, CA, with 5 years of industry experience. Gaetano 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 305 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to a 0.05% fee for broker-dealer oversight. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
464 North Indian Hill Blvd., Claremont, CA, 91711-4650
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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
Gaetano is an investment advisory representative at Claremont Financial Group Inc. since March 2021, dedicating full-time hours to this role. Gaetano is also a life insurance agent since September 2019.
Employment History
Current Registrations
Claremont Financial Group,inc.
Capital Investment Group, INC.Broker
State Registrations12 states
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