Advisor at 3i Wealth Management LLC
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Firm
3i Wealth Management LLC
Location
Fairfield, NJ 07004
Credentials
CFA®
Industry experience
5 years
Gene Tortorello is a CFA® charterholder and financial advisor with five years of industry experience. He is the principal of 3i Wealth Management LLC and has previously worked at Hedged Alpha Capital Management, PGIM, First Principles Capital Management, and ACA Compliance. In addition to his advisory role, he provides tax advisory and accounting services. 3i Wealth Management offers discretionary portfolio management and financial planning to individual and high-net-worth clients, integrating investment strategies that include derivative-linked instruments and hedging. The firm also provides business and tax advisory services through its in-house accounting practice.
Based on 3i Wealth Management LLC
One-time upfront fee of $1,500 for new clients (may be waived at discretion)
$0 - $275,000: $2,500 fixed annual fee (negotiable) $0+: 1.00% annually for standard portfolio management $0+: 1.50% annually for specialized investment strategies
Account minimum: $100,000 Minimum fee: $2,500 fixed annual fee for accounts with assets of $275,000 or less (negotiable) Fee-only: Financial planning fixed fees between $1,800 and $6,000
124 Fairfield Road
Fairfield, NJ 07004
New Jersey
Hedged Alpha Capital Management
2025 - Present (1 year)
3i Wealth Management LLC
2021 - Present (5 years)
PGIM
2018 - 2021 (3 years)
First Principles Capital Management
2016 - 2018 (2 years)
ACA Compliance
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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