Peter Borello is a CFA-designated registered investment advisor at Oneseven, based in Albion, NY, with 3 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
Albion, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oneseven
State Registrations1 state
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