Joseph Dimarco
Joseph Dimarco is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Seaville, NJ, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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 | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
1217 S Shore Road, Unit 201, Seaville, NJ, 08230
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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
Joseph works as an insurance agent for CFS Dental Division, focusing on insurance sales and service, including Penn Mutual Life products. This activity is investment-related and takes nearly all of Joseph's time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Previous Registrations
The Wealth Consulting Group
State Registrations1 state
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.