Chad Anderson is a registered investment advisor at James T. Borello & CO., based in East Dundee, IL, with 3 years of industry experience. Chad 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 700 clients with $510M 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 | 2.00% |
The annual management fee charged to clients will be no more than 2.00%. This fee is negotiable.
Fee Estimator
Location
151 Dundee Avenue, East Dundee, IL, 60118
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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
James T. Borello & CO.Broker
James T. Borello & CO.
State Registrations1 state
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