Joseph Salomone is a registered investment advisor at Nest Egg, based in Delafield, WI, 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 2,832 clients with $130M 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 | 1.25% |
Fee Estimator
Location
Delafield, WI
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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 provides bank and credit union program and advisor consulting services through Salomone Associates LLC since May 2024. This activity is not investment-related and takes about 10-20% of his time, plus 20 hours per week during security trading hours.
Employment History
Current Registrations
Nest Egg
Nest Investments Bd LLC
Nest Investments Bd LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Banc One Securities CorporationBroker
State Registrations4 states
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