Joseph Maslar is a registered investment advisor at Maslar Financial, based in Bradenton, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 18 clients with $2.9M 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 $50K | 0.50% |
| $50K - $1.1M | 0.80% |
| $1.1M+ | 0.50% |
Minimum fee of $250 for the first $50,000. Fees are negotiable.
Fee Estimator
Location
Bradenton, FL
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 →Employment History
Current Registrations
Maslar Financial
Previous Registrations
Investacorp Advisory Services INC
Merrill Lynch Pierce Fenner & Smith INC.
AXA Advisors, LLC
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.