AT

Adam Loreto Tamburro

10 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
977 advisors
Number of Clients
42,136 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$233.2B

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.60%

Fee is generally 0.60% but may vary based on several factors including negotiations, client circumstances, relationship size, and customization.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Clients generally compensate GS&Co. for advisory services through a fixed strategy-based fee, typically 0.60% (60 basis points) of the assets in the Advisory Account. The advisory fee may vary based on negotiations, the client's circumstances, the pricing model, relationship size, customization, service levels, and asset class. Clients also pay execution charges, custody fees, administrative service fees, and underlying fund fees.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1301 W. Long Lake Road, Suite 360, Troy, MI, 48098

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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.

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Employment History
Current Registrations
Goldman Sachs & CO. LLC Broker
January 2021 - Present · 5 yrs
Goldman Sachs Wealth Services, L.P.
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Mercer Allied Company, L.P.Broker
May 2017 - January 2021 · 3 yrs 8 mos
Prudential Financial Planning Services
March 2016 - November 2016 · 8 mos
Pruco Securities, LLC. Broker
May 2015 - November 2016 · 1 yr 6 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Loreto Tamburro - Financial Advisor | AdvisorDiscover