James T. Borello & Co. has been offering financial planning and investment advisory services since 1992. The firm provides discretionary investment management and personalized financial planning, including retirement planning, education planning, insurance planning, estate planning, and elder care. James T. Borello & Co. works with individuals, high-net-worth individuals, small businesses, trusts, and other legal entities to build diversified portfolios tailored to each client's specific financial situation, goals, and risk tolerance.
Assets Under Management$510M
Clients700
Advisors4
Avg. per Client$730K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee is no more than 2.00% and is negotiable. No minimum account size is required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...