Joseph Barretto
Joseph Barretto is a CFP-designated registered investment advisor at Abacus Wealth International (awi), based in Santa Ana, CA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $270K 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
132 East Dyer Rd., Santa Ana, CA, 92707
Get directionsHistory
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 an independently licensed insurance agent since 2020, selling insurance products. This takes a few hours per week, including time during securities trading hours.
Employment History
Current Registrations
Abacus Wealth International (awi)
Previous Registrations
Cross Border Wealth, LLC
Voya Financial Advisors, INC.
Fsc Securities Corporation
State Registrations1 state
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.