Michael Thomas Speziale

James T. Borello & CO.

31 Years of Experience

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Firm Information

James T. Borello & CO.

Compensation

Fee-Only (AUM)

Number of Advisors

4 advisors

Number of Clients

649 clients

Average Client Portfolio

$658K average

Assets Under Management

$427.4M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

You'll pay a quarterly management fee based on the market value of your portfolio, with an annual fee not exceeding 2.00%. This fee is negotiable. There is no minimum account size required. JTB professionals may receive commission-based compensation for the sale of insurance products and may be paid sales, service, or administrative fees for the sale of securities.

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Areas of Practice

Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementTax PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

151 Dundee Ave., East Dundee, IL, 60118

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.