Joseph Longo is a registered investment advisor at Joseph C. Longo, Attorney at Law, based in Santa Monica, CA, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JCL bases its fees through the fee program at UBS Financial Services, which are on a percentage of the assets they manage. The percentage charged by UBS Financial Services is between 1-2 percent of the assets under management. JCL receives 20% of the gross fee charged by UBS Financial Services. There are no additional costs or separate fees charged to clients other than this fee.
Location
100 Wilshire Blvd., Suite 2000, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an attorney engaged in the practice of law, specializing in sports, tax, litigation, and estate planning. This takes about a full-time commitment of his time, with work occurring during trading hours as necessary.
Employment History
Current Registrations
Joseph C. Longo, Attorney at Law
Previous Registrations
Bridge Advisory LLC
State Registrations2 states
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