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Joseph Madio

Onyx Bridge Wealth Group LLC
19 Years of Experience
Tarrytown, NY
BrokerSells Insurance
View SEC Summary
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Joseph Madio is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Tarrytown, NY, with 19 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,846 clients with $1.4B in assets under management.

Onyx Bridge Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$742K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 White Plains Road, Suite 115, Tarrytown, NY, 10591

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Joseph works as an Investment Adviser Representative for Onyx Bridge Wealth Bridge, dedicating full-time hours to investment management and financial planning. He also sells fixed/traditional insurance products through PKS Financial, spending minimal time on this activity.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
July 2021 - Present · 5 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Private Client Services, LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLC.
May 2014 - February 2020 · 5 yrs 9 mos
Ameriprise Financial Services, LLCBroker
March 2007 - February 2020 · 12 yrs 11 mos
State Registrations7 states
CTFLNCNJNYPATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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