Joseph Grella
Joseph Grella is a CFP-designated registered investment advisor at American Retirement & Investment Strategies, LLC, based in Gloucester, MA, with 19 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 213 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Retirement & Investment Strategies (ARIS) charges an annual fee based on a percentage of the market value of the assets they manage. This fee is calculated quarterly.
- For general investment management, the annual fee ranges from 0.50% to 1.60%.
- For retirement plan services, the annual fee ranges from 0.15% to 0.75%.
- For college plan accounts, the annual fee ranges from 0.25% to 0.30%.
- An additional 0.30% is charged for the Dynamic Portfolio strategy.
Location
Gloucester, MA
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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 an insurance agent and owner, soliciting insurance products for clients since 2006. This activity requires minimal time.
Employment History
Current Registrations
American Retirement & Investment Strategies, LLC
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.