Joseph Scibetta
Joseph Scibetta is a registered investment advisor at Garden State Retirement Specialists, LLC, based in Red Bank, NJ, with 10 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 152 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Garden State Retirement Specialists offers investment management through several programs. Fees are based on a percentage of the value of your investments and are negotiable.
Advisor Managed Portfolios (Wrap Account):
- $0 - $499,999: 2.20% per year
- $500,000 - $999,999: 1.75% per year
- $1,000,000 - $2,499,999: 1.50% per year
- $2,500,000 and Up: 1.25% per year
Advisor Managed Portfolios (Non-Wrap Account):
- $0 - $499,999: 1.95% per year
- $500,000 - $999,999: 1.50% per year
- $1,000,000 - $2,499,999: 1.25% per year
- $2,500,000 and Up: 1.00% per year
Model Portfolio Strategists Program: Fees range up to 2.50% per year.
SMA and UMA Account Programs: Fees range from 0.85% to 2.75% for SMA accounts and 0.95% to 2.65% for UMA accounts.
Location
27 West Street, Suite 16, Wall Street Corporate Center, Red Bank, NJ, 07701
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 →Other Business ActivitiesSells Insurance
Joseph is an assistant at Garden State Retirement Specialist LLC, focusing on client relations, communication, and reviews, dedicating about a quarter of his time. He also works as a General Agent for Elite Brokerage Group, selling fixed life and fixed annuities to clients, spending a few hours per week.
Employment History
Current Registrations
Garden State Retirement Specialists, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations10 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.