Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
*Includes Avanti advisory fee and Program Fee.
Fee Estimator
Financial planning and consulting fees range from $1,500 to $15,000 for the first year or $150 to $550 per hour. Annual planning fees are typically 0.25% of the total combined estate value. Financial counseling and wealth coaching services range from $150 to $400 per hour. Prosperity Capital Advisors program fees are tiered based on portfolio size (see table above). Additional fees may apply for travel, materials, and changes to financial conditions. Associated persons may receive commissions from the sale of securities or insurance products through G.A. Repple & Co.
Areas of Practice
Advisor Information
Office location
110 Crown Oak Centre Drive, Longwood, FL, 32750
Get directionsRegulatory History (2)
Customer Dispute
March 2014Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Joseph is a Managing Partner at Avanti Wealth Management, LLC, and President at Avanti Financial Group, Inc. He also holds positions at Pareto Media LLC, Family Bank Design Center LLC, Seminole County Young Life, and Avanti Financial Advisors, dedicating a significant amount of time to Avanti Wealth Management and Avanti Financial Group.