Joseph Stella is a CFP-designated registered investment advisor at Harvesting Gains Corporation, based in San Diego, CA, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
All fees are negotiable. Rates are applied to assets within each respective tier.
Fee Estimator
Location
11622 El Camino Real, Suite 100, San Diego, CA, 92130
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 →Employment History
Current Registrations
Harvesting Gains Corporation
Previous Registrations
Cetera Investment Advisers LLC
Presidio Capital Management, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Gould Asset Management LLC
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
More Advisors
- Steven Prescott, CFPHarvesting Gains Corporation
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC
- Brett Pernicano, CFA, CFP, ChFCCorient