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Joseph Deandrea

Bill Few Associates, INC.
36 Years of Experience
Sewickley, PA
1 DisclosureSells Insurance
View SEC Summary
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Joseph Deandrea is a registered investment advisor at Bill Few Associates, INC., based in Sewickley, PA, with 36 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 3 more. Their firm serves 2,972 clients with $2.7B in assets under management.

Bill Few Associates, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,972 clients
Average Client Portfolio
$916K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M+0.50%

Fees may be negotiable based on asset complexity and relationship size. American Funds F-2 Direct Program charges a flat fee between 0.25% and 1.25%.

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

Location

2100 Georgetown Drive, Suite 600, Sewickley, PA, 15143

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History

Regulatory History (1)
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.
Employment Separation After Allegations
October 1997
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph sells insurance through Capitas/Pittsburgh Brokerage, dedicating a few hours per week to this non-investment-related activity.

Employment History
Current Registrations
Bill Few Associates, INC.
May 2005 - Present · 21 yrs 5 mos
Previous Registrations
Bill Few Associates, INC
March 2004 - February 2005 · 11 mos
Bill Few Securities, INC.Broker
January 2004 - December 2021 · 17 yrs 11 mos
Natcity Insurance Services, INC.Broker
January 1999 - December 2001 · 2 yrs 11 mos
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
January 1998 - August 1998 · 7 mos
Natcity Investments, INC.Broker
December 1997 - February 2004 · 6 yrs 2 mos
PNC Brokerage CORPBroker
September 1994 - October 1997 · 3 yrs 1 mo
Janney Montgomery Scott INC.Broker
November 1992 - July 1994 · 1 yr 8 mos
Hibbard Brown & CO., INC.Broker
October 1989 - December 1992 · 3 yrs 2 mos
State Registrations2 states
PATX
Advisor

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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