James T. Borello & Co. provides financial planning and investment advice to individuals, high-net-worth individuals, small businesses, trusts, and other legal entities. Their services include financial planning, retirement and education planning, investment recommendations, tax preparation and planning, insurance planning, elder care, and estate planning. Investment advice is provided on a discretionary basis.
Assets Under Management$510M
Clients700
Advisors4
Avg. per Client$730K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual management fee charged to clients will be no more than 2.00%. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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