Joseph Casale
Joseph Casale is a registered investment advisor at Sagamore Wealth Management, LLC, based in Woburn, MA, with 15 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. Their firm serves 75 clients with $24M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Location
400 Trade Center, Suite 5900, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Joseph works as an independent insurance broker, dedicating minimal time to this activity. He also works as a manager for Coleman Manufacturing, a wholesale distribution company, dedicating about half his time to this role.
Employment History
Current Registrations
Sagamore Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
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.