Joseph Scarpo is a registered investment advisor at Captrust, based in Pittsburgh, PA, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
437 Grant Street, Suite 450, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2017Customer Dispute
May 2001Other Business Activities
Joseph is an owner of MSS Greensburg Partnership, a property ownership business, since 2006. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Captrust
Previous Registrations
Pwa Securities, INC.Broker
Pwa Wealth Management
Bill Few Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations3 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.