Joseph Petrillo
Joseph Petrillo is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 20 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, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (3)
Regulatory
September 2014Regulatory
August 2012Regulatory
January 2012Other Business ActivitiesSells Insurance
Joseph sells life and health insurance since 2005 and operates Petrillo Protection Group, Inc. since 2014. He is also a passive owner of Black Swan Public House restaurant and a shareholder in Presher Fitness, dedicating minimal time to each.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 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.