Joseph Kalmanovitz is a CFP-designated registered investment advisor at Canter Wealth, based in La Jolla, CA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 258 clients with $280M 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 - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are negotiable. Accounts falling below $750,000 may be subject to a minimum quarterly fee of $1,875.
Fee Estimator
Location
7825 Fay Avenue, Suite 140, La Jolla, CA, 92037
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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
Canter Wealth
Previous Registrations
Versant Capital Management, INC.
Stonegate Capital Advisors, LLC
Stonegate Capital Advisors, LLC
Crown Capital Securities, L.P.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Signator Investors, INC.Broker
Trautman Wasserman & Company, INC.Broker
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.