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 Investment Management. Their firm serves 6 clients with $2.8M 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% |
Fees are negotiable above $3,000,000. Dedicated fixed income portfolios have a lower fee of 0.125%. Cash holdings have no fee. Mutual funds and index funds are charged 1%.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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