Joe Cantu
Joe Cantu is a registered investment advisor at Cantu Tactical Wealth Management, INC., based in Fort Lauderdale, FL, with 23 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cantu Tactical Wealth Management charges a percentage of your portfolio's value each year. The annual fee starts at 1.55% and decreases as the value of your portfolio increases. The minimum account size is $250,000. Fees are calculated and billed quarterly in advance.
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2003Customer Dispute
February 2002Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Joe is a boat captain on weekends. He is also a licensed insurance agent in Florida.
Employment History
Current Registrations
Cantu Tactical Wealth Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley & CO., Incorporated
Morgan Stanley
State Registrations4 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.