JD
JD

Joseph Deandrea

36 Years of Experience
Sewickley, PA
1 DisclosureSells Insurance

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, Investment Management, and 2 more. Their firm serves 2,904 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,904 clients
Average Client Portfolio
$910K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
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 on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2100 Georgetown Drive, Suite 601, Sewickley, PA, 15143

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History

Regulatory History (1)
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Employment Separation After Allegations
October 1997
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 · 20 yrs 11 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.
Joseph Deandrea - Financial Advisor | TrueAdvisor