Romeo Bertolini
Romeo Bertolini is a registered investment advisor at Laufer Wealth Management, LLC, based in Babylon, NY, with 23 years of industry experience. Romeo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 38 clients with $120M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. The fee schedule includes the Outside Manager's fee.
Fee Estimator
Location
406 Deer Park Avenue, Babylon, NY, 11702
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
Romeo operates North East Wealth Management as a DBA for his LPL business, dedicating nearly full-time hours to it. He also works at Laufer LLP doing tax preparation and accounting, and is an agent for health insurance, owns rental real estate, and Laufer Wealth Management LLC.
Employment History
Current Registrations
Laufer Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Laufer Wealth Management, LLC
North Ridge Securities CORP.Broker
LPL Financial LLCBroker
Waterstone Financial Group, INC.Broker
Assent LLCBroker
Andover Brokerage, L.L.C.Broker
Andover Brokerage, L.L.C.Broker
Continental Broker-Dealer CORP.Broker
Continental Broker-Dealer CORP.Broker
State Registrations1 state
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