Joseph Cellitti
Joseph Cellitti is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Morristown, NJ, with 10 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 350 clients with $440M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are generally subject to negotiation and typically range from 1.25% to 2.50% per year.
Fee Estimator
Location
163 Madison Avenue, Suite 408, Morristown, NJ, 07960
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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 →Other Business Activities
Joseph is an investment adviser representative of HJ Sims Capital Management, dedicating minimal time to this role. He primarily provides customized investment management services to high-net-worth individuals and associated entities.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
Argentis Advisors, INC.
Securevest Financial GroupBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Securevest Financial GroupBroker
State Registrations1 state
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.
Exams
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