JP
JP

Joseph Pignatano

13 Years of Experience
Naples, FL

Joseph Pignatano is a registered investment advisor at Arax Advisory Partners, based in Naples, FL, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

821 5th Avenue South, Suite 102, Naples, FL, 34102

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Arax Advisory Partners
August 2026 - Present · 2 mos
Transcend Capital Advisors, LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2018 - November 2023 · 5 yrs 8 mos
Charles Schwab & CO., INC.Broker
March 2018 - November 2023 · 5 yrs 8 mos
Morgan Stanley
September 2011 - November 2017 · 6 yrs 2 mos
Morgan StanleyBroker
May 2011 - November 2017 · 6 yrs 6 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
More Advisors