JP
JP
Joseph Presa
41 Years of Experience
Red Bank, NJ
1 DisclosureBroker
Joseph Presa is a registered investment advisor at Charles Schwab & CO., INC., based in Red Bank, NJ, with 41 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Red Bank, NJ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Withdrawn
Employment History
Current Registrations
Charles Schwab & CO., INC.
March 2009 - Present · 17 yrs 7 mos
Charles Schwab & CO., INC.Broker
July 2007 - Present · 19 yrs 3 mos
Charles Schwab & CO., INC.
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
Murphy & DurieuBroker
March 2006 - February 2007 · 11 mos
Butler Larsen Pierce & Company, INC.Broker
July 2005 - March 2006 · 8 mos
Municipal Partners, LLCBroker
June 2002 - May 2005 · 2 yrs 11 mos
Cantor Fitzgerald PartnersBroker
March 2002 - August 2002 · 5 mos
Prudential Securities IncorporatedBroker
February 2000 - March 2002 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - February 2000 · 1 yr 5 mos
Cibc Oppenheimer CORP.Broker
September 1996 - September 1998 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1984 - August 1996 · 12 yrs 6 mos
State Registrations29 states
CACOCTDCDEFLGAMAMDMEMIMNMONCNHNJNVNYOHPAPRRISCTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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