Joseph Cervinka
Joseph Cervinka is a registered investment advisor at Accurate Capital and Wealth LLC, based in Glen Allen, VA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 100 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsguard Capital offers investment management services. Here's how the fees work:
- Direct Asset Management: 1.0% annually. If Kingsguard Capital uses sub-advisors like AE Wealth Management, you'll pay an additional 0.60% annually to AEWM.
- Co-Advisor with Change Path: Fees are negotiable, up to 1.70% annually. Total fees, including Change Path's fees, won't exceed 2.25% annually. Change Path also charges a platform fee (up to 0.55% for ETF-only accounts, up to 0.75% for UMA integrated accounts, or $6.25/month for non-managed accounts).
- Co-Advisor with Gradient Investments: 1.60% annually for Strategic, Tactical, and Allocation & Defined Outcome Portfolios. 1.00% annually for Preservation Portfolios.
Fees are negotiable and billed monthly or quarterly in arrears.
Location
4551 Cox Road, Suite 300, Glen Allen, VA, 23060
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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 works as an insurance agent providing insurance sales and services through Reliant Retirement Corporation since 2017. This activity takes about half of his time.
Employment History
Current Registrations
Accurate Capital and Wealth LLC
State Registrations2 states
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.