Jeffrey Michael Pangaro

Trpc Advisory Services

16 Years of Experience

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Firm Information

Trpc Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

18 advisors

Number of Clients

632 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Financial Plan Fee:$1,500 - $5,000

Hourly Rate:$175 - $250/hr

Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

986 South Main Street, Cheshire, CT, 06410

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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.