Joseph Fischetti
Joseph Fischetti is a registered investment advisor at Delta Financial Advisors, INC, based in Kensington, MD, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 218 clients with $210M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
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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 owns Cugin Enterprises, LLC DBA Bella Landscaping & Snow Removal, dedicating about a quarter of his time. He is also an Investment Advisor Representative for Beacon Global Advisor Network, LLC DBA Delta Financial Advisors, Inc. and a Broker-Dealer Registered Representative for Regulus, LLC, and a passive investor in Papis OC restaurant. Joseph is also the Sargent at Arms for the Exhiled Soul Motorcycle Club, dedicating about 10-20% of his time.
Employment History
Current Registrations
Delta Financial Advisors, INC
Regulus Financial Group, LLCBroker
Previous Registrations
Beacon Global Advisor Network, LLC
American Portfolios Financial Services, INC.Broker
Delta Financial Advisors, INC
Fsc Securities CorporationBroker
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.