Joseph Mascioli
Joseph Mascioli is a registered investment advisor at Berenz Wealth Management, LLC, based in Littleton, CO, 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, Tax Planning. Their firm serves 142 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1M+ | 1.00% |
These are the Platinum service fees. Sapphire service fees are: Up to $99,999: 1.25%, $100,000 - $999,999: 1.00%, $1,000,000 and over: 0.85%. If you choose to utilize options or option strategies in your investment portfolio, you will be subject to an additional fee of 0.35% (up to $99,999), 0.30% ($100,000 - $999,999), or 0.25% ($1,000,000 and over), whether or not option contracts are actively being used in the account(s). The annual fee is negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
2 West Dry Creek Circle, Suite 100, Littleton, CO, 80120
Get directionsHistory
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 since September 2023, and an Investment Advisor Representative with Cross State Financial Group, LLC, dedicating nearly full-time hours to this role. He also works as an IAR/Admin for Berenz Wealth Management, LLC, spending about 10% of his time on model investment allocation & trading, which is administrative in nature.
Employment History
Current Registrations
Berenz Wealth Management, LLC
Cross State Financial Group LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Transamerica Capital, INC.Broker
Transamerica Investors Securities CorporationBroker
Imst Distributors, LLCBroker
Gwfs Equities, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Aberdeen Fund Distributors, LLCBroker
Foreside Fund Services, LLCBroker
Nationwide Fund Distributors LLCBroker
Wachovia Securities, LLCBroker
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.