Joseph Masino
Joseph Masino is a registered investment advisor at Kestra Advisory Services, LLC, based in Williamsville, NY, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
5635 Harris Hill Rd, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Jfg Wealth Management, LLC
Jfg Family Office
Pennington Partners & CO., LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
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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