Brian Abbondandolo
Brian Abbondandolo is a CFP-designated registered investment advisor at Abbondandolo Wealth Management CORP, based in Glen Cove, NY, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 238 clients with $110M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
220B Glen Cove Ave, Glen Cove, NY, 11542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Abbondandolo Wealth Management CORP
State Registrations2 states
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