Joseph Calabrasi is a CFP-designated registered investment advisor at Lionsight Capital, LLC, based in Mint Hill, NC, with 18 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, Investment Management. Their firm serves 16 clients with $8.2M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fee schedule is for Equity or Balanced portfolios. Fixed Income ONLY portfolios have a different fee schedule: Up to $499,999: 0.80%, $500,000 - $999,999: 0.65%, $1,000,000 - $2,999,999: 0.55%, $3,000,000 and above: 0.45%. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Mint Hill, NC
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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 →Other Business Activities
Joseph works full-time as a Procurement Director for LendingTree, a leads marketing and online marketplace provider. His duties include financial spending analysis, sourcing of services/software, and expense planning.
Employment History
Current Registrations
Lionsight Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
State Registrations2 states
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