Joseph Carpenito
Joseph Carpenito is a registered investment advisor at Materetsky Financial Group, based in Boynton Beach, FL, with 12 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 768 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Materetsky Financial Group offers investment management services on a wrap fee basis. The annual fee, which is negotiable, ranges from 0.45% to 1.40% of the value of your portfolio. The fee includes investment advice and, if you want it, financial planning and consulting. The exact fee depends on factors like the amount of assets managed, the complexity of your situation, and any personal or family relationships. Keep in mind that similar clients could pay different fees.
Location
2240 Woolbright Road, Suite 354, Boynton Beach, FL, 33426
Get directionsHistory
Regulatory History (1)
Criminal
February 2015Other Business ActivitiesSells Insurance
Joseph is a financial advisor at Materetsky Financial Group, dedicating nearly full-time hours to this role. He is also an independent insurance agent and owner/tax preparer at MFG Tax Preparation, spending a few hours per week on tax preparation.
Employment History
Current Registrations
Materetsky Financial Group
Private Client Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.