Joseph Burrello is a registered investment advisor at Performance Wealth, based in Naples, FL. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 953 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Performance Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 0.75% to 2.00% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may negotiate fees for certain accounts or holdings.
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Performance Wealth
State Registrations1 state
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