John Porriello
John Porriello is a registered investment advisor at Lifeline Financial, LLC, based in Wethersfield, CT, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $71M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
322 Silas Deane Highway, Wethersfield, CT, 06109-1735
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
John is an insurance agent selling life, health, disability, and long-term care insurance.
Employment History
Current Registrations
Lifeline Financial, LLC
Previous Registrations
Lifeline Financial, LLC
Main Street Management Company
State Registrations1 state
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.