Joseph Gallo is a CFA-designated registered investment advisor at Clear Wave Wealth Management, LLC, based in Red Bank, NJ, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 142 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Wave Wealth Management charges an annual fee for managing your investments, ranging from 0.25% to 1.50% of the value of your portfolio. The fee is calculated quarterly, based on the value of your account on the last business day of the quarter. The specific fee depends on the size of your account, how complex your situation is, and the services you need. There is generally a $1,000,000 minimum account size, though household accounts may be aggregated to meet this threshold.
Location
331 Newman Springs Road, Building 3, 2nd Floor Suite 320, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clear Wave Wealth Management, LLC
Previous Registrations
Black Coral Financial Advisors, LLC
The Ayco Company,l.p.
State Registrations2 states
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