Joseph Gagnon is a CFA-designated registered investment advisor at J.D. Gagnon, INC., based in Palos Verdes Estates, CA, 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 Investment Management. Their firm serves 18 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable under certain limited circumstances.
Fee Estimator
Location
Palos Verdes Estates, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J.D. Gagnon, INC.
State Registrations1 state
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