JC
CFP
JC
CFP

Joseph Chuisano

21 Years of Experience
Old Bridge, NJ

Joseph Chuisano is a CFP-designated registered investment advisor at Chuisano and Albert, L.L.C., based in Old Bridge, NJ, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 37 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$405K average
Assets Under Management
$15.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.75%
$500K+0.50%

Minimum annual charge of $750.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Willow Drive, Old Bridge, NJ, 08857

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Chuisano and Albert, L.L.C.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Chuisano and Albert, L.L.C.
October 2004 - December 2012 · 8 yrs 2 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.