Linda Ialacci is a registered investment advisor at H&s Tax and Wealth Advisors LLC, based in Hamilton, NJ, with 5 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 83 clients with $68M 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 | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Legacy clients may be billed under an alternate fee schedule. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Hamilton, NJ
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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 Activities
Linda is the treasurer of Ryan's Quest, Inc., a non-profit organization, since 2009, dedicating minimal time overall. She also works as a subcontractor for an accounting firm, providing tax preparation, planning, and consulting services, which takes about a quarter of her time.
Employment History
Current Registrations
H&s Tax and Wealth Advisors LLC
State Registrations1 state
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