Joseph Toronto is a registered investment advisor at Affiliated Investment Advisors, INC., based in Draper, UT, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Accounts may be grouped to achieve higher managed balances in order to apply the lower fee rate brackets.
Fee Estimator
Location
Draper, UT
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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 Activities
Joseph is the general manager of American Towers Owners Association, a non-profit condominium complex, since 1996. His duties are supervisory and do not interfere with other business or investment activities.
Employment History
Current Registrations
Affiliated Investment Advisors, INC.
State Registrations1 state
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