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Joseph Fierro

Tamalpais Asset Management
18 Years of Experience
Long Beach, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Joseph Fierro is a registered investment advisor at Tamalpais Asset Management, based in Long Beach, CA, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 264 clients with $260M in assets under management.

Tamalpais Asset Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
264 clients
Average Client Portfolio
$994K average
Assets Under Management
$262.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are calculated on the prior period's ending portfolio value and billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5199 E. Pacific Coast Highway, Suite 204, Long Beach, CA, 90804

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History

Regulatory History (1)
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Customer Dispute
July 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a musician and music instructor, dedicating a few hours per week and about a quarter of his time, respectively. He also works as an independent contractor for Global View Capital Advisors, marketing advisory services (nearly full-time), and as an insurance agent for Global View Capital Insurance Services, selling fixed insurance products (about a quarter of his time).

Employment History
Current Registrations
Tamalpais Asset Management
August 2026 - Present · 2 mos
Previous Registrations
Global View Capital Management LLC
November 2016 - August 2026 · 9 yrs 9 mos
Global View Capital Management, LTD
January 2014 - April 2016 · 2 yrs 3 mos
The Strategic Financial Alliance
May 2013 - December 2013 · 7 mos
Transamerica Financial Advisors, INC.
January 2012 - May 2013 · 1 yr 4 mos
Investment Advisors International, INC.
November 2007 - January 2012 · 4 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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