Joseph Menconi
Joseph Menconi is a CFP-designated registered investment advisor at Heritage Drive Wealth Management LLC, based in Naperville, IL, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 20 clients with $18M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Contact
Joseph Menconi
Location
Naperville, IL
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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.
Learn about disclosures →Employment History
Current Registrations
Heritage Drive Wealth Management LLC
Previous Registrations
Jmg Financial Group LTD
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.
Exams