Charles Steven Colchamiro

Joseph Gunnar & Co., LLC

43 Years of Experience

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Firm Information

Joseph Gunnar & Co., LLC

Compensation

Fee-Only (AUM)

Number of Advisors

8 advisors

Number of Clients

53 clients

Average Client Portfolio

$641K average

Assets Under Management

$34.0M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Joseph Gunnar & Co., LLC does not charge a separate fee for selecting other advisers. They share in the advisory fee you pay directly to the TPMM, which will not exceed 3% annually. The Program fee is negotiable based on individual client circumstances. TPMM custody fees through RBC range between 0.05% and 0.35% annually, and Envestnet charges a sponsor fee of between 0.05% and 0.18% annually.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

1000 Rxr Plaza, East Tower, Uniondale, NY, 11556

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2003

Denied

Customer Dispute

March 1991

Award / Judgment

Customer Dispute

February 1991

Award / Judgment

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Other Business Activities

Charles is a non-voting passive member and general partner of the JGUN Affiliated Buttonwood Funds since 2019. His duties are passive, requiring minimal time, but he has the potential to earn compensation.