Joseph Desipio
Joseph Desipio is a CFA, CFP, ChFC-designated registered investment advisor at Wellington Capital Advisors, LLC, based in Conshohocken, PA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 68 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Basic exchange-traded fund strategies cost 1.00% annually. Strategies involving options writing (both exchange-traded fund and single stock strategies) cost 2.00% annually. Fees are not negotiable.
Fee Estimator
Location
1100 East Hector Street, Suite 215, Conshohocken, PA, 19428
Get directionsHistory
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 →Other Business Activities
Joseph is the President of Vector Capital Management, Inc., providing valuation and financial modeling services, dedicating about 10-20% of his time. He also works as an adjunct economics instructor at Delaware County Community College, spending another 10-20% of his time teaching.
Employment History
Current Registrations
Wellington Capital Advisors, LLC
Arin Risk Advisors LLC
Previous Registrations
Sei Investments Management CORP
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.
Exams
More Advisors
- Michael Locasale, CFAPathstone
- David Rankin, CFPRBC Capital Markets, LLC
- Joseph Hogan, CFPWealthfd
- Troy Gomer, CFPBtg Capital LLC
- Jocelyn Schwartz, CFPPitcairn
- Brian Maxwell, CFAPathstone