Joseph Perfilio
Joseph Perfilio is a registered investment advisor at Integrated Capital Management, INC., based in Kamas, UT, 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 Investment Management. Their firm serves 926 clients with $230M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000. Maximum annual advisory fee includes iCM's management fee, and the Client Adviser (if applicable).
Fee Estimator
Location
Kamas, 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 ActivitiesSells Insurance
Joseph offers investment advisory services through Integrated Capital Management, Inc and Clayton Perfilio, LTD, and fixed insurance products as an independent agent. He is also a partner in Pinnacle Capital, Inc (5 hours/month) and Pinarello Partners, LLC (1 hour/month), activities not investment related.
Employment History
Current Registrations
Integrated Capital Management, INC.
Previous Registrations
Clayton Perfilio, LTD.
Fsc Securities Corporation
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.