Joseph Barreiro
Joseph Barreiro is a registered investment advisor at Wealth Creation Management Group LLC, based in Monroe, NY, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 158 clients with $110M 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 | 1.75% |
| $1M+ | 1.10% |
Fees are negotiable. WCMG also manages assets held away for no more than 1.10% annually, which is also negotiable.
Fee Estimator
Location
Monroe, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Joseph has been an independent insurance agent in Monroe, NY since 1994. This activity is investment-related.
Employment History
Current Registrations
Wealth Creation Management Group LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Invest Financial Corporation
Invest Financial CorporationBroker
First Montauk Securities CORP.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
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.