Glastonbury CPA's Financial Advisors, LLC offers investment management and financial planning services. For investment management, they create and manage portfolios based on clients' goals, risk tolerance, and time horizon. They review and rebalance portfolios annually. Financial planning services include estate tax, insurance, education funding, retirement, long-term health care, and investment analysis. Bruce S. Filingeri, CPA, MST, PFS, is the owner and provides all advisory services.
Assets Under Management$32M
Clients43
Advisors1
Avg. per Client$750K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...