Joseph Cucinotta
Joseph Cucinotta is a registered investment advisor at Centaurus Financial, INC., based in Radnor, PA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
150 N. Radnor Chester Rd., Suite #F200, Radnor, PA, 19087
Get directionsHistory
Regulatory History (2)
Regulatory
March 2024Financial
July 2017Other Business ActivitiesSells Insurance
Joseph prepares individual and small business tax returns since 2019 and sells fixed insurance and fixed annuities. He also uses Independence Retirement Advisors as a DBA for branding purposes.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations6 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.