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Albert Gaiardo

Advisor at Capital Analysts

Updated today

Location

Somerset, PA 15501

Credentials

Series 66

Industry experience

3 years

About

Albert Gaiardo is a financial advisor with Capital Analysts and holds the Series 66 designation. He has three years of industry experience and has been affiliated with both Capital Analysts and Lincoln Investment since 2022. Outside of his advisory roles, he has been involved with the Ligonier Valley School District since 1996. Capital Analysts serves a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and other institutional clients. The firm manages approximately $8.9 billion in advisory assets and employs a quantitative investment process supported by an in-house research team, offering a range of portfolio options with varying levels of discretionary authority.

Client services

Based on Capital Analysts

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Capital Analysts

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%

Other

Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.

Location

109 E. Main St.

Somerset, PA 15501

Most active in

Pennsylvania

Work history

Capital Analysts

2022 - Present (4 years)

Lincoln Investment

2022 - Present (4 years)

Lincoln Investment

2022 - Present (4 years)

Ligonier Valley School District

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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