Joseph Maggiore
Joseph Maggiore is a registered investment advisor at First Advisors National, LLC, based in Virginia Beach, VA, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
113 Holly Cres Ste 101, Virginia Beach, VA, 23451
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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 ActivitiesSells Insurance
Joseph is the President and Owner of Legacy Planning Alliance, Inc., an insurance agency offering insurance and estate planning services since 2013. He dedicates approximately 120 hours per month to Legacy, with about a quarter of his time occurring during securities trading hours.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Veridian Wealth Management, INC.
State Registrations1 state
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