AC
Firm Information
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.
Areas of Practice
Investment ManagementHigh Net Worth
Loading...
Advisor Information
Office location
1000 Rxr Plaza, East Tower, Uniondale, NY, 11556
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Joseph Gunnar & Co., LLC
March 2024 - Present · 1 yr 10 mos
Joseph Gunnar & CO. LLC Broker
January 2024 - Present · 2 yrs
State Registrations15 states
AZCACODEFLGAILNCNJNYOHTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.