Joseph Bonaccorsy
Joseph Bonaccorsy is a CFP-designated registered investment advisor at Core Fiduciary Advisors, based in Alexandria, VA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Core Advisory does not directly manage client assets but selects and monitors third-party asset managers. These managers may charge up to 2.00% annually based on the value of your portfolio. Core Advisory may receive a portion of this fee from the third-party managers. Any fees paid to Core Advisory by other advisors are nonrefundable.
Location
2800 Eisenhower Ave., Suite 220, Alexandria, VA, 22314
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Regulatory History (1)
Regulatory
May 2020Other Business ActivitiesSells Insurance
Joseph is a licensed independent insurance agent with Core Wealth Advisors, LLC, selling various insurance products. He spends nearly all of his time on these insurance activities.
Employment History
Current Registrations
Core Fiduciary Advisors
Previous Registrations
Financial Telesis INCBroker
Core Advisory, LLC
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Intersecurities, INC.Broker
Iac Securities, INC.Broker
State Registrations1 state
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.