Joseph Cosmo Longo, operating as JCL, Attorney At Law, provides investment advice to individuals, working with UBS Financial Services. JCL gathers client information to work with UBS Financial Services to create tailored portfolios based on risk tolerance. JCL may provide financial plans covering personal finance, retirement, investments, tax, and cash flow.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
JCL bases its fees through the fee program at UBS Financial Services, which are on a percentage of the assets they manage. The percentage charged by UBS Financial Services is between 1-2 percent of the assets under management. JCL receives 20% of the gross fee charged by UBS Financial Services. There are no additional costs or separate fees charged to clients other than this fee.
Loading...