Benjamin Gialloreto is a CFA-designated registered investment advisor at Brg Financial, LLC, based in Conshohocken, PA, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Conshohocken, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brg Financial, LLC
State Registrations3 states
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