Jerome Borzello is a registered investment advisor at American Wealth Management, INC., based in Alpharetta, GA, with 51 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 565 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM's fees for managed accounts range from 1% to 2% annually, paid quarterly, based on the account value at the end of the quarter. Fees are negotiable depending on the client's circumstances. Raymond James custodied accounts may incur custodial transaction costs.
Location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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Regulatory History (1)
Regulatory
November 2006Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
American Wealth Management, INC.Broker
Alex. Brown & Sons IncorporatedBroker
Oppenheimer & CO., INC.Broker
A.G. Becker Paribas IncorporatedBroker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Lehman Brothers IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations2 states
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.