Joseph Trucano is a CFP-designated registered investment advisor at Oliver Luxxe Assets LLC, based in Gladstone, NJ, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLA offers investment management services for an annual fee based on the amount of assets managed. This fee varies from 0.30% to 1.00% for fixed income accounts and 0.75% to 2.00% for equity accounts. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
Location
10 Lackawanna Ave, Suite 9, Gladstone, NJ, 07934
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 Activities
Joseph works as a client service associate at Oliver Luxxe Assets, a wealth management practice. He dedicates full-time hours to fully servicing all aspects of client relationships, report management, trade support & execution.
Employment History
Current Registrations
Oliver Luxxe Assets LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 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.