Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment advisory services are negotiable and depend on account value, investment program, service level, and financial complexity. The IAR is authorized to charge a fee within an allowable range, starting from 0.35% to 0.5% depending on the asset level, and a maximum that cannot exceed 2.0%. Additional fees may include custodian, platform, manager, and transaction fees. Financial planning fees range from $250-$5,000 (flat fee) or $100-$500 per hour. Retirement plan advisory fees depend on plan account value, plan type, and number of participants.
Areas of Practice
Advisor Information
Office location
One Blue Hill Plaza, #1509-75, Pearl River, NY, 10965
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angelo is an independent insurance agent selling life, long-term care, health, and fixed annuity insurance products, dedicating about a quarter of his time to this, with half of that time during trading hours. He is also a consultant and coach at MLL Consulting Inc., spending about half his time on agency and distribution best practices, coaching, and performance metrics analysis, with half of that time during trading hours.