Joseph Scutellaro is a registered investment advisor at Benchmark Financial Wealth Advisors LLC, based in Brick, NJ, with 22 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 366 clients with $770M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable. For clients whose accounts are on margin the billed advisory fees are based on the total asset value of the account, which includes the value of the securities purchased on margin.
Fee Estimator
Location
Brick, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Benchmark Financial Wealth Advisors LLC
Previous Registrations
Cohnreznick Wealth Management LLC
Targeted Capital, LLC
State Registrations2 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.