Joseph Guest is a registered investment advisor at Raffa Investment Advisers, based in Hickory Hills, IL, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 252 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Maximum annual fee is 1.25%. Actual fees are negotiable based on factors such as your financial situation and portfolio complexity.
Fee Estimator
Location
Hickory Hills, IL
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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 →Employment History
Current Registrations
Raffa Investment Advisers
Previous Registrations
Fairhaven Wealth Management, LLC
State Registrations1 state
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