Angelo Gallo is a registered investment advisor at Lifelong Wealth Strategies, LLC, based in Somers, NY, with 3 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 65 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.00% |
This investment advisory fee schedule is a guideline that will never be exceeded. The actual fee charged will be determined on a case by case basis.
Fee Estimator
Location
Somers, NY
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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
Lifelong Wealth Strategies, LLC
State Registrations1 state
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