Joseph Zielinski
Joseph Zielinski is a CFP-designated registered investment advisor at Bluefin Financial, based in Moorestown, NJ, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 331 clients with $290M 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 | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable on a client-by-client basis. The firm also offers fixed annual portfolio management fees between $250 and $25,000.
Fee Estimator
Location
212 West Route 38, Suite 106, Moorestown, NJ, 08057
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 an insurance agent selling life insurance since 1998 and a partner in Double Ski Capital LLC/property management. He also works as a sole practitioner CPA for tax preparation, dedicating about 10% of his time, and is an investor in 3D Media Marketing LLC.
Employment History
Current Registrations
Bluefin Financial
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations2 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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