Lorenzo Paloscia is a registered investment advisor at Acm, based in Greenwich, CT, with 8 years of industry experience. Lorenzo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM's fees for investment advisory services are negotiable and vary based on the size of the relationship, complexity of investments, time commitments, and travel requirements. The fee generally ranges between 0.20% and 1.00% annually of the value of the assets managed. Clients also pay brokerage commissions and fund expenses. ACM also offers third party money management and/or strategies.
Location
Greenwich, CT
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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.
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Lorenzo is the Operating Manager/Owner of LEM Commodities LLC, an Independent Introducing Broker registered with the CFTC and member of the NFA.
Employment History
Current Registrations
Acm
Previous Registrations
Lem Financial Group LLC
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.