Elliott Orsillo
Elliott Orsillo is a CFA-designated registered investment advisor at Season Investments, LLC, based in Colorado Springs, CO, with 16 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 76 clients with $140M 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 | 1.00% |
| $2M+ | 0.50% |
Fee schedule is subject to negotiation. Immediate family members receive a discounted rate of 0.75% on the first tier. Fees are waived for all employees of the firm. There is a minimum quarterly fee of $2,500.
Fee Estimator
Location
102 S Tejon St, #750, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (2)
Regulatory
March 2018Customer Dispute
February 2017Other Business Activities
Elliott is a managing member of DE Partners, LLC, a holding/consulting company, since 2009, dedicating minimal time. He also manages real estate/rentals for Orsillo Real Estate Ventures, LLC and manages homeschool software for Homeschool Solutions, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Season Investments, LLC
Previous Registrations
Huntley Thatcher Ellsworth, LTD.
Russell Implementation Services INC. Part of Russell InvestmentsBroker
State Registrations3 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.