James T. Borello & Co.

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Client assets under management

$514,080,273

Clients

700

24% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

175

Very High

Average account size

$734,400

About

James T. Borello & Co. serves individuals, high‑net‑worth clients, family offices, small businesses, trusts, and other legal entities, managing roughly $514 million for about 700 client relationships with a four‑advisor team. The firm provides discretionary portfolio management alongside comprehensive financial planning services, including retirement and education planning, insurance planning, eldercare support, estate planning, and tax preparation.

Investment advice is delivered through asset‑allocation models tailored to each client’s goals, time horizon, and risk tolerance, with portfolios typically constructed from diversified mutual funds, ETFs, and select individual securities. JTB uses quantitative and computer‑based analysis and third‑party software, conducts periodic and ad hoc account reviews, and generally directs custody and trade execution through the TD Ameritrade Institutional program.

Compared with most team advisers, JTB operates as both a registered investment adviser and a broker‑dealer with registered representatives and several personnel licensed to sell insurance, which can result in commission‑based compensation for insurance and certain securities transactions. The firm also offers tax preparation through Enrolled Agents and discloses its commission arrangements and Code of Ethics in its brochure to address potential conflicts of interest arising from these additional activities.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Life insurance needs analysis Disability insurance Long-term care insurance

Fee options

Percentage

Up to 2.00% annually, negotiable

Commissions

Commission-based compensation for insurance products and securities sales by advisory professionals who are also licensed insurance agents or registered representatives.

Main office location

James T. Borello & Co.

151 Dundee Avenue

East Dundee IL 60118, United States

Number of offices

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Michigan · Minnesota · Missouri · Nebraska · New York · North Carolina · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-426-0200

Advisors at this firm

Michael S

Series 63, Series 65

East Dundee, IL

James T. Borello & Co.

Michael Speziale is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with James T. Borello & Co. since 2011. James T. Borello & Co. manages approximately $514 million across about 700 client relationships, serving individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities. The firm provides discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis alongside third-party software.

General retirement planning Life insurance needs analysis Disability insurance Long-term care insurance

James B

Series 63

East Dundee, IL

James T. Borello & Co.

James Borello is a financial advisor with James T. Borello & Co. in East Dundee, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with the firm since 1985. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in managing diversified portfolios.

General retirement planning Life insurance needs analysis Disability insurance Long-term care insurance

Chad A

Series 63, Series 65

East Dundee, IL

James T. Borello & Co.

Chad Anderson is a financial advisor at James T. Borello & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience spanning insurance, construction, and entertainment-related roles. Outside of finance, he was involved with One Time Show LLC from 2017 to 2020. James T. Borello & Co. serves individuals, high-net-worth clients, family offices, small businesses, and trusts, managing approximately $514 million across about 700 client relationships with a four-advisor team. The firm provides discretionary portfolio management and comprehensive financial planning using asset-allocation models tailored to client goals, employing quantitative analysis and third-party software.

General retirement planning Life insurance needs analysis Disability insurance Long-term care insurance

Daniel B

Series 63, Series 65

East Dundee, IL

James T. Borello & Co.

Daniel Borello is a financial advisor at James T. Borello & Co. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with James T. Borello & Co. since 2016. Prior to that, he worked at Oregon State University for two years. James T. Borello & Co. manages approximately $514 million for around 700 client relationships, serving individuals, high-net-worth clients, family offices, small businesses, trusts, and other legal entities. The firm provides discretionary portfolio management and comprehensive financial planning services, using asset-allocation models tailored to clients’ goals and risk tolerance.

General retirement planning Life insurance needs analysis Disability insurance Long-term care insurance

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