James T. Borello & CO.
Assets Under Management
$427.4M
Number of Clients
649
Number of Advisors
4
Average Client AUM
$658K
AUM per Advisor
$106.8M
Compensation
Fee-Only (AUM)
About This Firm
JTB is an independent investment advisory and financial planning firm offering services to individuals, high-net-worth individuals, small businesses, trusts, and other legal entities. Services include financial planning, retirement and education planning, investment recommendations, tax preparation and planning, insurance planning, elder care, and estate planning. All services are provided on a discretionary basis.
Fee Structure
You'll pay a quarterly management fee based on the market value of your portfolio assets, with an annual fee not exceeding 2.00%. This fee is negotiable. There is no minimum account size required. JTB advisory professionals may receive commission-based compensation for the sale of insurance products. The firm may also be paid sales, service, or administrative fees for the sale of securities.
Areas of Practice
Location
151 Dundee Avenue, East Dundee, IL, 60118