Joseph Messinger is a CFP, ChFC-designated registered investment advisor at Capstone Wealth Partners, based in Sarasota, FL, 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, Divorce Planning, Education Planning, Estate Planning, and 8 more. Their firm serves 157 clients with $110M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are billed quarterly in advance. Third-party investment managers recommended by the firm may charge an additional fee ranging from 0.10% to 0.50% annually.
Fee Estimator
Contact
Joseph Messinger
Location
Sarasota, FL
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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 →Other Business Activities
Joseph is a co-owner of Capstone College Partners, Ltd., providing college-focused financial planning support, spending minimal time on it. He is also the Co-Founder and CEO of College Aid Pro, a financial aid planning software company, dedicating about a quarter of his time to this venture.
Employment History
Current Registrations
Capstone Wealth Partners
Previous Registrations
Eagle Strategies LLC
Key Investment Services LLC
AXA Advisors, 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.
Exams
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