James Borello is a registered investment advisor at James T. Borello & CO., based in East Dundee, IL, with 41 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 700 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee is no more than 2.00% and is negotiable. No minimum account size is required.
Fee Estimator
Location
151 Dundee Ave., East Dundee, IL, 60118
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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.
Learn about disclosures →Employment History
Current Registrations
James T. Borello & CO.
James T. Borello & CO.Broker
Previous Registrations
Long Grove Trading CO.Broker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
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.
Exams
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