Joseph Presti is a registered investment advisor at Joseph M. Presti Investments, based in San Francisco, CA, 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. Their firm serves 6 clients with $3M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Rates shown apply to equities, exchange-traded funds, real estate investment trusts, mutual funds, and index funds. Dedicated fixed-income portfolios are charged 0.125% for corporate, municipal, and agency bonds, and 0.02% for U.S. Treasury bonds. Cash holdings incur no fee. Fees for equity assets over $3,000,000 are negotiable. An administrative fee of up to 0.15% is reserved but currently waived.
Fee Estimator
Location
San Francisco, CA
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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 a 50% owner and manager of HL Holdings LLC, a business engaged in the production and design of clothing and household products, since 2019. He dedicates a few hours per week to administrative activities such as record keeping, invoicing, and product design.
Employment History
Current Registrations
Joseph M. Presti Investments
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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