Joseph Malfeo is a CFP, ChFC-designated registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 21 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 352 clients with $170M 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 | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.90% |
SIMPLE Employer IRAs are charged 1.00%. 401(k) plans and endowment funds held with Hunter Street are charged 0.65%. Financial planning is included at no extra cost for accounts with $125,000 or more.
Fee Estimator
Location
56 Hunter Street, Suite 210, Apex, NC, 27502
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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 has passive investments in several real estate-related LLCs, including Monarch Group Properties III LLC, Monarch Group Properties II, LLC, Monarch Group Properties, LLC, and Downtown Friendship, LLC. Prior to January 31, 2024, Joseph spent minimal time per week as a registered agent and income tax filer for these businesses, but currently devotes no time to them.
Employment History
Current Registrations
Hunter Street Investment Advisors LLC
Previous Registrations
Command Capital Management L.L.C.
Prudential Financial Planning Services
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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