Joseph Romito is a registered investment advisor at Gross Investments LLC, based in Medina, OH, with 9 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. Their firm serves 206 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GIL's investment management fee goes up to 1.50% annually, and is negotiable. The fee is calculated based on the average daily balance of your account. If GIL recommends the Market Guard platform, the annual fee is 0.50% for the ETF program and 0.50% for the individual stock program. These Market Guard fees are in addition to GIL's annual negotiable investment management fee, which will not exceed 1% when using the Market Guard platform.
Location
3812 Pearl Road, Suite 20, Medina, OH, 44256
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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 Activities
Joseph is a real estate rental landlord with a private business and residential office. This activity generally does not involve time during market hours.
Employment History
Current Registrations
Gross Investments LLC
Previous Registrations
Westpoint Wealth Management, LLC
Amfg Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations1 state
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.