Joseph Padellaro
Joseph Padellaro is a registered investment advisor at Northmont Wealth Management LLC, based in West Hartford, CT, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 41 clients with $23M 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 | 1.00% |
An additional administrative fee of up to $15 per account per quarter may be imposed for clients electing to pay by invoice rather than direct fee deduction. Fees are negotiable.
Fee Estimator
Location
West Hartford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is affiliated with Northmont Capital Management Inc. as an exempt reporting advisor managing two private 3(c)1 vehicles.
Employment History
Current Registrations
Northmont Wealth Management LLC
State Registrations4 states
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