JB
JB

Joseph Bencivenga

4 Years of Experience
Croton on Hudson, NY

Joseph Bencivenga is a registered investment advisor at Madison Money Management, INC., based in Croton on Hudson, NY, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$10.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.75%
$50K - $100K2.50%
$100K - $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Fees are negotiable in circumstances such as: (a) where client portfolios include, or are exclusively composed of, fixed-rate type securities or mutual funds or a combination thereof; and (b) not-for-profit organizations.

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

Croton on Hudson, NY

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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
Madison Money Management, INC.
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Joseph Bencivenga - Financial Advisor | TrueAdvisor