Joanna Kopsaftis is a CFP-designated registered investment advisor at Moneco Advisors, based in Woodcliff Lake, NJ, with 12 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,812 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneco Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. The exact fee is negotiated based on factors like the complexity of your situation, the size of your portfolio, and your financial planning needs. Fees are billed quarterly, either in advance or after the quarter, depending on the custodian. If you use a third-party money manager, their fees will be in addition to Moneco Advisors' fees, but will not exceed 1.00%.
Location
50 Tice Blvd, Suite 340, Woodcliff Lake, NJ, 07677
Get directionsHistory
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
Moneco Advisors
Previous Registrations
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Acorn Consulting
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
More Advisors
- Frederick Russell, ChFCMoneco Advisors
- Lauren Wong, CFATandem Capital Management, INC.
- Aidan Kokodynski, CFAPark Avenue Securities LLC
- Domenick Saglimbeni, CFPCetera Investment Advisers LLC
- Laurie Goldsmith-Heitner, ChFCPark Avenue Securities LLC
- Salvatore Petruzzellis, ChFCPark Avenue Securities LLC