Joseph Berardinelli
Joseph Berardinelli is a registered investment advisor at World Investment Advisors, LLC, based in Totowa, NJ, with 4 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 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
37 Vreeland Avenue, 2nd Fl, Totowa, NJ, 07512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner/CPA at Nardi & Associates LLC, providing accounting and tax services full-time since 2003. He is also a shareholder in Woodhull Crossing, Inc. and 46 Woodhull Inc., spending minimal time on these ventures which operate a bar/restaurant/banquet hall and own land/collect rent, respectively.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
State Registrations4 states
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