Joseph Signorella
Joseph Signorella is a CFP-designated registered investment advisor at Iq Retirement Portfolios LLC, based in St Petersburg, FL, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Financial Planning & Coaching, Retirement Planning. Their firm serves 10 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual wrap fee of up to 0.75%. Clients with balances above $3 million receive a 0.10% discount, unless they already receive a specific fee discount.
Fee Estimator
Location
7901 4th St N, Ste 300, St Petersburg, FL, 33702
Get directionsHistory
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 the owner and president of Copia Signorella Insurance Consultant Company, an insurance agency. He is also a licensed insurance agent in multiple states, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Iq Retirement Portfolios LLC
Previous Registrations
Js Financial Capital Management
Js Financial Capital Management
Js Financial Capital Management
Js Financial Capital Management
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.