Joshua Coniglio is a CFP-designated registered investment advisor at Pacific Capital, based in Corona, CA, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 79 clients with $670M 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 $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable above $100,000,000.
Fee Estimator
Location
1861 California Avenue, Suite 101, Corona, CA, 92881
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
Joshua owns Coniglio Wealth Management Inc., a corporate entity for marketing, insurance sales, accounting, and tax purposes, dedicating minimal time to it. He also serves as a volunteer board member and treasurer for Morgan Square Homeowners Association, spending minimal time on it.
Employment History
Current Registrations
Pacific Capital
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations2 states
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