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Joseph Covill

Commonwealth Financial Network
23 Years of Experience
Glastonbury, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Covill is a registered investment advisor at Commonwealth Financial Network, based in Glastonbury, CT, with 23 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

180 Glastonbury Blvd, Suite 102, Glastonbury, CT, 06033

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph owns JT Covill LLC (CT Financial Partners) which facilitates his securities business, taking up nearly all of his time. He also sells fixed insurance and is part-owner of ABC Capital, LLC and PB's Bunker, LLC, which are real estate ventures.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
December 2014 - Present · 11 yrs 10 mos
Commonwealth Financial Network
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Coburn & Meredith, INC.
August 2011 - December 2014 · 3 yrs 4 mos
Coburn & Meredith, INC.Broker
August 2011 - December 2014 · 3 yrs 4 mos
Next Financial Group, INC.Broker
January 2009 - August 2011 · 2 yrs 7 mos
Next Financial Group, INC.
January 2009 - August 2011 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
October 2003 - January 2009 · 5 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2003 - January 2009 · 5 yrs 3 mos
Ids Life Insurance CompanyBroker
October 2003 - July 2006 · 2 yrs 9 mos
State Registrations14 states
AZCTFLGAMANCNHNJNYOHORRITXVA
AdvisorBrokerBoth

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.
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