John Napolitano
John Napolitano is a registered investment advisor at Saint Joseph Advisors LLC, based in Miami, FL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $64M 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
150 SE 2nd Avenue, Suite 505, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Regulatory
June 2024Employment History
Current Registrations
Saint Joseph Advisors LLC
Previous Registrations
Asb Securities, LLCBroker
Arnhold and S. Bleichroeder, 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.