Joseph Orsolini
Joseph Orsolini is a registered investment advisor at World Equity Group, INC., based in Glen Ellyn, IL, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
799 Roosevelt Rd., Building 6, Suite 200, Glen Ellyn, IL, 60137-5925
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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 →Other Business ActivitiesSells Insurance
Joseph is the President/Owner of College Aid Planners, Inc., providing college financial aid services and tax preparation, which takes nearly full-time. He also sells fixed life insurance and annuities, dedicating minimal time, and is involved with SoFi as a referral service for student loans and mortgages. Joseph is also a board member/treasurer for Rising Tide Wrestling and an assistant wrestling coach at Glenbard South High School.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
World Equity Group, INC.
Capital Securities Investment CorporationBroker
Citicorp Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
Terra Securities CorporationBroker
State Registrations9 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.