Joseph Vita
Joseph Vita is a registered investment advisor at Charles Schwab & CO., INC., based in Plano, TX, with 32 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3310 Dallas Parkway, Suite 111, Plano, TX, 75093-7709
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Joseph owns and self-manages a rental property since July 2024. He spends about 10-20% of his time on this activity, with minimal time spent during security trading.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Reynolds Kendrick Stratton, INC.Broker
Chelsea Street Securities, INC.Broker
State Registrations16 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.