JK
CFP

Joseph Paul Kalmanovitz

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$275.8M

Fee Structure

Canter Wealth charges an asset-based advisory fee, which is negotiable based on factors like anticipated future assets, unique client circumstances, and additional services performed. Fees may be discounted for limited services. Final fee structures are established on a client-by-client basis and documented in the client's agreement.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information

Office location

7825 Fay Avenue, Suite 140, La Jolla, CA, 92037

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Canter Wealth
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Versant Capital Management, INC.
April 2018 - August 2018 · 4 mos
Stonegate Capital Advisors, LLC
January 2017 - March 2018 · 1 yr 2 mos
Stonegate Capital Advisors, LLC
May 2013 - December 2016 · 3 yrs 7 mos
Crown Capital Securities, L.P.Broker
May 2013 - September 2017 · 4 yrs 4 mos
Charles Schwab & Co., INC.
April 2008 - January 2013 · 4 yrs 9 mos
Charles Schwab & Co., INC. Broker
July 2005 - January 2013 · 7 yrs 6 mos
Signator Investors, INC.Broker
September 2002 - June 2005 · 2 yrs 9 mos
Trautman Wasserman & Company, INC.Broker
April 2002 - June 2002 · 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.