Felix Betro is a registered investment advisor at Betro Mileszko & Company, based in Foxboro, MA, with 18 years of industry experience. Felix operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $130M 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 | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
30 Mechanic Street, Foxboro, MA, 02035
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 Activities
Felix is the president of Betro and Company, P.C., a certified public accounting firm, and a sole practitioner at the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. These activities take about half of Felix's time each.
Employment History
Current Registrations
Betro Mileszko & 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.