Joseph Blaney is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 1 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 691 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.
Location
500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the President of the Joe Namath Foundation, a charitable organization, dedicating nearly all of his time to it. He is also the CEO of Broadway Joe Media, a media and marketing hub, spending minimal time on this activity.
Employment History
Current Registrations
Next Level Private LLC
State Registrations1 state
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