Julianne Incardona is a registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 25 years of industry experience. Julianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,930 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.
Location
400 Sterling Drive, Orchard Park, NY, 14127
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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.
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Julianne operates Turning Tides Financial, LLC as a registered investment advisor DBA since 2017, providing investment advisory services through Silver Grove Financial Group. She spends nearly full-time on this activity.
Employment History
Current Registrations
Silver Grove Advisory Services
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
M&t Securities, INC.
M&t Securities, INC.Broker
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.