Joseph Marino
Joseph Marino is a registered investment advisor at Prescott, Adams and Group INC., based in Albertson, NY, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.38% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Minimum annual fee of $3,450. Fees are negotiable.
Fee Estimator
Location
5 Grant Ave, Albertson, NY, 11507
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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 ActivitiesSells Insurance
Joseph is involved with Arthur Abbott Productions, providing bridal lead promotion, accounting, and administrative services for a few hours per week. He also provides administrative services for Prestige Wedding, is a life and health insurance agent, and is the designated principal of Prescott, Adams and Group Inc., a registered investment advisory firm.
Employment History
Current Registrations
Prescott, Adams and Group INC.
State Registrations3 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.