Joseph Agresto is a registered investment advisor at Mutual Advisors, LLC, based in Franklin, TN, with 14 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
Franklin, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business Activities
Joseph is the President and Founder of Monarch Advisor Solutions, LLC, where he manages operations, sales, and relationship management, dedicating nearly full-time hours. He is also the Managing Member of Sette Capital, LLC, a pass-through entity, spending minimal time on its books and records.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Monarch Advisor Strategies, LLC
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
State Registrations1 state
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
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