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ChFC
JB
ChFC

Joseph Bilello

Avanti Wealth Management
37 Years of Experience
Longwood, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Bilello is a ChFC-designated registered investment advisor at Avanti Wealth Management, based in Longwood, FL, with 37 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 117 clients with $56M in assets under management.

Avanti Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$475K average
Assets Under Management
$55.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1.0M1.70%
$1.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.20%
$10M+1.00%

Fees include both Avanti Wealth Management's advisory fee and the Prosperity Capital Advisors program fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 Crown Oak Centre Drive, Longwood, FL, 32750

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Closed-No Action
Customer Dispute
May 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is a Managing Partner at Avanti Wealth Management, LLC, and President at Avanti Financial Group, Inc. He also holds positions at Pareto Media LLC, Family Bank Design Center LLC, Seminole County Young Life, and Avanti Financial Advisors, dedicating a significant amount of time to Avanti Wealth Management and Avanti Financial Group.

Employment History
Current Registrations
Avanti Wealth Management
March 2006 - Present · 20 yrs 7 mos
G. A. Repple & Company
February 1992 - Present · 34 yrs 8 mos
G. A. Repple & CompanyBroker
February 1992 - Present · 34 yrs 8 mos
Previous Registrations
Mutual Service CorporationBroker
March 1989 - February 1992 · 2 yrs 11 mos
Lowry Financial Services CorporationBroker
September 1988 - March 1989 · 6 mos
State Registrations20 states
ALCACODEFLGAMAMEMINCNJNYOHPASCSDTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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