Joseph Curtin
Joseph Curtin is a registered investment advisor at Golden Wealth Management, based in Pittston, 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 Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 220 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual portfolio management fee varies up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2 South Main Street, Suite 400, Pittston, PA, 18640
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Joseph is the Managing Director of North Legend Partners LLC, a family LLC involved in eBay sales and possibly real estate, spending minimal time on it. He also works as an Investment Advisor for Golden Wealth Management, dedicating about half his time to this role.
Employment History
Current Registrations
Golden Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
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.