Joseph Sinopoli
Joseph Sinopoli is a registered investment advisor at Sinopoli & Sinopoli Financial Services, LLC, based in West Palm Beach, FL, with 7 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 6 more. Their firm serves 36 clients with $15M 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 | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and portfolio minimums may be negotiable. Family accounts can be combined to determine the fee tier.
Fee Estimator
Location
West Palm Beach, 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 the Vice President of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting firm, since 1983. Joseph spends the majority of his time on this accounting practice.
Employment History
Current Registrations
Sinopoli & Sinopoli Financial Services, 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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