Joseph Lopresti
Joseph Lopresti is a registered investment advisor at Arlington Wealth Management, based in Arlington Heights, IL, with 40 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 223 clients with $200M 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 | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
The minimum quarterly fee for Investment Management Services is $1,875. Certain legacy fee schedules may exist or be offered depending on client circumstances. Fees are negotiable.
Fee Estimator
Location
21 S. Evergreen Avenue, Suite 100, Arlington Heights, IL, 60005-7800
Get directionsHistory
Regulatory History (2)
Regulatory
April 2018Customer Dispute
June 1994Other Business Activities
Joseph is involved with the Investor Education Institute and Advanced Tax Reduction Group, dedicating a few hours per week to each. He also works with Arlington Business Advisors as a business broker, spending a few hours per week on this activity.
Employment History
Current Registrations
Arlington Wealth Management
Previous Registrations
World Equity Group, INC.Broker
Rise, INC.Broker
Mesirow Financial, INC.Broker
Gruntal & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Shearson Lehman Hutton INC.Broker
Painewebber IncorporatedBroker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
First Investors CorporationBroker
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.