Joseph Bernheimer
Joseph Bernheimer is a CFP, ChFC-designated registered investment advisor at Snowden Capital Advisors LLC, based in Metuchen, NJ, with 31 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 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
61 Pearl Street, Metuchen, NJ, 08840
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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 is an Investment Advisor Representative with SagePoint Financial since 2007, dedicating about 10-20% of his time. He also owns real estate, provides opinions on products/services, and is a notary public, all while acting as a trustee for multiple brokerages and managing a rental property LLC.
Employment History
Current Registrations
Snowden Account Services LLC
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Common Interests, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
The Investment Center, INC.Broker
New England SecuritiesBroker
State Registrations22 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.