Joseph Landesman is a registered investment advisor at Corrales & CO., based in Miami, FL, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 222 clients with $170M 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 $500K | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1200 Brickell Ave, Suite 220, Miami, FL, 33131
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 independent insurance agent selling life insurance since 2020, dedicating a few hours per week. He also works as an account executive selling software solutions and is a principal at ML Venture Group, an investment-related activity conducted through a broker-dealer.
Employment History
Current Registrations
Corrales & CO.
Previous Registrations
Cope Corrales
Gt Securities, INC.Broker
Ml Venture Group LLC
Alvarium Mb (US) Bd, LLCBroker
Alvarium Investment Managers (US), LLC
Foreside Fund Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.