CA
Firm Information
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.
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementTax PlanningHigh Net WorthBusiness Owners
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Advisor Information
Office location
151 Dundee Avenue, East Dundee, IL, 60118
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
James T. Borello & CO. Broker
September 2022 - Present · 3 yrs 4 mos
James T. Borello & CO.
August 2022 - Present · 3 yrs 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.