Joseph Fierro
Joseph Fierro is a registered investment advisor at Global View Capital Management LLC, based in Long Beach, CA, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
5199 E. Pacific Coast Highway, Suite 204, Long Beach, CA, 90804
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other 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
Global View Capital Management LLC
Previous Registrations
Global View Capital Management, LTD
The Strategic Financial Alliance
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
State Registrations2 states
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.