JT
JT

Joseph Tigay

14 Years of Experience
Chicago, IL

Joseph Tigay is a registered investment advisor at Equity Armor Investments, based in Chicago, IL, 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. Their firm serves 90 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
90 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$171.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1000K2.25%
$1.0M - $10.0M2.00%
$10M+2.00%

Fees are negotiable for accounts over $10,000,000. Certain clients could agree to pay an incentive fee equal to a negotiated percentage of profits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

318 West Adams Street, 10th Floor, Chicago, IL, 60606

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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.

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Other Business Activities

Joseph is an employee of Alpha II Zeta, which owns Equity Armor Investments LLC, dedicating about a quarter of his time. He is also a managing member of Tremis, LLC, involved in cryptocurrency trading and mining.

Employment History
Current Registrations
Equity Armor Investments
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Equity Armor Advisors, LLC
February 2018 - December 2019 · 1 yr 10 mos
Macro Growth Advisors, LLC
January 2017 - December 2019 · 2 yrs 11 mos
Macro Growth Advisors, LLC
January 2017 - December 2017 · 11 mos
Kkm Financial LLC
March 2013 - December 2013 · 9 mos
The Stutland Volatility Group, LLC
March 2012 - December 2016 · 4 yrs 9 mos
The Stutland Volatility Group, LLC
March 2012 - December 2014 · 2 yrs 9 mos
The Stutland Volatility Group, LLC
October 2011 - December 2017 · 6 yrs 2 mos
Equity Armor Investments
October 2011 - December 2021 · 10 yrs 2 mos
State Registrations1 state
IL
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.