Joseph Romano is a registered investment advisor at Coastal Bridge Advisors, based in Milford, CT, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
612 Wheelers Farms Road, Milford, CT, 06461
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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 is a general partner at Eight Street Consulting Group, a fundraising and political consultant, dedicating minimal time to it. He is also a partner and wealth advisor at CBA Management Co., LLC.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Trinitypoint Wealth, LLC
Euro Pacific Capital, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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
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