Joseph Favorito
Joseph Favorito is a CFP-designated registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, with 6 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, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 296 clients with $440M 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 $5.0M | 0.90% |
| $5M+ | 0.90% |
Accounts under the $500,000 relationship minimum are charged an annual fee of 1.00%. Fees for portfolios of $5,000,000 and over are negotiable. Clients who opened accounts prior to June 3, 2025, continue under their existing fee schedule.
Fee Estimator
Location
95 Broadhollow Road, Suite 102, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Employment History
Current Registrations
Landmark Wealth Management, LLC
Previous Registrations
TD Waterhouse Investor Services, INC.
State Registrations3 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.
Exams
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