Joseph Rambow is a registered investment advisor at Neptune Wealth, based in Pittsburgh, PA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 73 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are for Comprehensive Financial Planning. Fees are negotiable for accounts over $5,000,001. Asset Management Only fees are: - $0 - $250,000: 0.80% - $250,001 - $500,000: 0.75% - $500,001 - $2,000,000: 0.70% - $2,000,001 - $3,000,000: 0.60% - $3,000,001 - $5,000,000: 0.50% - $5,000,001 and Above: Negotiable
Fee Estimator
Location
190 Bilmar Dr., Suite 150, Pittsburgh, PA, 15205
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
Joseph is a co-owner of AIM Wealth Realty, LLC, a real estate business, and the CEO/Owner of Neptune Technologies, LLC (financial technologies), Triton Tech Ventures (holding company), and JFR Financial LLC (holding company). He also serves as a Chapter Advisor for Sigma Nu Theta Alpha and is a licensed insurance agent recommending insurance products on a commission basis.
Employment History
Current Registrations
Neptune Wealth
Previous Registrations
Pelican Wealth Advisors, LLC
Aim Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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.