Bortolussi Wealth Management, Inc.
Bortolussi Wealth Management, Inc. (CRD# 155780) is a financial advisory firm headquartered in , . They manage $22,300,000 in 148 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$150,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, TX
Adam Bortolussi (CRD# 4577020) is an Investment Advisor Representative working at Bortolussi Wealth Management, Inc. in Upton, MA and has over 13 years of experience in the finance industry.