Joseph Dagostino is a registered investment advisor at Westend Advisors, LLC, based in Charlotte, NC, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,149 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees and terms are negotiable.
Fee Estimator
Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
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Regulatory History
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
Westend Advisors, LLC
Previous Registrations
Dynasty Wealth Management, LLC
Morgan Stanley
Legg Mason Wood Walker INC
Citigroup Global Markets INC.
State Registrations1 state
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