Joseph Zappia
Joseph Zappia is a registered investment advisor at Venn Wealth & Benefit Services, LLC, based in DuBois, PA, with 9 years of industry experience. Joseph 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 130 clients with $32M 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 | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.85% |
| $3.5M+ | 0.70% |
Fees are negotiable and vary based on objective and subjective factors. Non-discretionary advised accounts range from 0.02% to 0.40%.
Fee Estimator
Location
DuBois, PA
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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 ActivitiesSells Insurance
Joseph owns and operates Zappia Insurance, offering life, annuity, and health insurance since 2005, and also works as an insurance agent and in sales for Venn Financial Solutions since 2016, spending nearly full-time on these activities combined. He also owns and operates Zappia Multimedia as a cinematographer and video editor, dedicating about 10% of his time to this endeavor.
Employment History
Current Registrations
Venn Wealth & Benefit Services, 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
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