Joseph Amendolara is a registered investment advisor at City Investment Advisors, INC., based in Langhorne, PA, with 28 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 50 clients with $1.7M 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 $15K | 2.00% |
| $15K - $100K | 1.50% |
| $100K+ | 1.00% |
Fees are negotiable at the discretion of the firm principal. A 20% discount is available to current members of the Military Officers Association of America and U.S. military veterans.
Fee Estimator
Location
402 Executive Dr, Langhorne, PA, 19047
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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 involved in mortgage services. The filing does not provide details about the nature or time commitment of this activity.
Employment History
Current Registrations
City Investment Advisors, INC.
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.
Exams
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