Joseph Ventura
Joseph Ventura is a registered investment advisor at Eden Advisory Services, LLC, based in Albany, NY, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 162 clients with $23M 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 | 1.40% |
Fees are negotiable.
Fee Estimator
Location
187 Wolf Rd, Suite 300, Albany, NY, 12205
Get directionsHistory
Regulatory History (9)
Customer Dispute
January 2012Customer Dispute
November 2011Customer Dispute
November 2009Employment Separation After Allegations
May 2009Customer Dispute
November 2008Customer Dispute
February 2006Customer Dispute
July 2004Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent, dedicating minimal time to this activity. He also spends minimal time on personal real estate and Ashley's Farm Stand, and is an IAR at Creative Financial Designs, Inc.
Employment History
Current Registrations
Eden Advisory Services, LLC
Previous Registrations
Ing Financial Partners, INC
Invest Financial Corporation
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.