Joseph Mittica
Joseph Mittica is a CFP-designated registered investment advisor at Edward Jones, based in North Hampton, NH, with 15 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
155 Lafayette Road Suite 3, North Hampton, NH, 03862
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Joseph is a finance committee member at Hampton Falls First Baptist Church since February 2024. He spends minimal time on this activity and has no direct financial decision-making ability.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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
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