Romano Brothers & Co. provides investment advice and brokerage services. They offer both active and passive investment management. Active management involves investing in various securities, while passive management uses exchange-traded funds. They tailor investment recommendations to individual client needs, considering income requirements, tax situations, and estate planning concerns. They also offer financial planning and consulting services, typically included in the investment management fee, covering areas like retirement, risk management, and wealth transfer.
Assets Under Management$1.5B
Clients969
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Passively managed accounts are charged 0.75% on all assets. Actively managed accounts have a tiered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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