Joseph Cefalu is a registered investment advisor at Downtown Wealth Studios, LLC, based in Cambridge, MA, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Downtown Wealth Studios' wealth management fees are based on the value of your portfolio and are paid monthly, in advance. Fees are negotiated with each client and generally do not exceed 2.0% per year, unless significant additional work is required.
Location
20 University Rd., Suite 500, Cambridge, MA, 02138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph owns a rental property in Boston, Massachusetts, since 2010. He dedicates minimal time to this sole proprietorship.
Employment History
Current Registrations
Downtown Wealth Studios, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Goldman, Sachs & CO.Broker
State Registrations4 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.