Lino Deangelis is a CFP-designated registered investment advisor at Alliance Wealth Management Group, LLC, based in Flemington, NJ, with 16 years of industry experience. Lino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 447 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWMG manages investment portfolios for a fee based on the value of your account. The maximum annual fee is 1.95%. Fees are billed quarterly in advance and are negotiable. AWMG requires a minimum account balance of $500,000, but this may be negotiable or waived. If AWMG uses a sub-advisor, they will compensate the sub-advisor from the overall investment advisory fee.
Location
23 Royal Road, Suite 101, Flemington, NJ, 08822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alliance Wealth Management Group, LLC
Previous Registrations
Global Wealth Management, LLC
Global Wealth Management, LLC
Icici Group Global Private Clients
Janney Montgomery Scott LLC
State Registrations1 state
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