| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
100 S. Shore Drive, East Haven, CT, 06512
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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 →John is a licensed insurance agent, spending minimal time in this role. He is also a CPA at Burzenski & Co PC, dedicating about 10-20% of his time to preparing tax returns and other accounting duties. Additionally, John owns ABCO Wealth Management, LLC, a pass-through entity that receives trail commissions on LTC, life, and group life policies, though no new business is written.