Joseph Sebo is a CFP-designated registered investment advisor at Joseph M. Sebo, CFP INC., based in Oceanside, CA, with 52 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $2M 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 | 1.65% |
Annual fee is 1.65% or less, billed monthly in arrears. Fees may be negotiable based on prior relationships and related account holdings.
Fee Estimator
Location
Oceanside, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1993Other Business Activities
Joseph is the CFO, Secretary, and a Director of Global Payout, a public company dealing with debit cards. He dedicates about half his time to this role, with about 10-20% of his time occurring during market hours.
Employment History
Current Registrations
Joseph M. Sebo, CFP INC.
Previous Registrations
Chronos
Chronos Corporation
R.W. Towt & Associates
Questar Capital Corporation
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.
Exams
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