Joseph Sachetta is a CFP-designated registered investment advisor at Sachetta, LLC, based in Lynnfield, MA, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 595 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sachetta, LLC charges a percentage of the assets they manage for you, plus a flat fee. The flat fee is based on how complex your financial situation is and is quoted specifically to each client. The minimum annual fee is $10,000, but this may be negotiable.
Location
600 Market Street, Suite 684, Lynnfield, MA, 01940
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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.
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Joseph is a director at Everett Cooperative Bank. This non-investment related activity takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Sachetta, LLC
Previous Registrations
Quest Financial Services, INC.
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.