Danielle Leary
Danielle Leary is a registered investment advisor at Bortolussi Wealth Management, INC., based in Southborough, MA, with 3 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $69M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $100 per account. Clients using Betterment Institutional platform pay 0.50% to BWM plus 0.25% to Betterment.
Fee Estimator
Location
2 Willow Street, Suite 102, Southborough, MA, 01745
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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 →Other Business ActivitiesSells Insurance
Danielle is a relationship manager for Fitts Insurance Agency, Inc. and also engages in insurance sales, primarily through Fitts Insurance Agency, Inc. These activities combined take about 10-20% of her time.
Employment History
Current Registrations
Bortolussi Wealth Management, INC.
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.