Lisa Balsamo is a registered investment advisor at Corrado Advisors, LLC, based in Ramsey, NJ, with 4 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corrado Advisors charges a percentage of the value of your investments each year, up to a maximum of 1.50%. The exact percentage is negotiable and depends on factors like the amount you invest and the complexity of your situation. Similar clients could pay different fees. Corrado may reduce its fee for managing fixed income securities.
Location
48 South Franklin Turnpike, Suite 300, Ramsey, NJ, 07446-2558
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
Lisa is involved with three outside business activities. She spends nearly full-time at CFG CPA, LLP, an accounting firm, minimal time at Corrado Risk Management, an insurance firm, and about 10-20% of her time at Corrado Administrative Services, a management services firm.
Employment History
Current Registrations
Corrado Advisors, LLC
State Registrations2 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.