Joseph Scala is a CFA-designated registered investment advisor at Seabird Investment Partners, based in San Diego, CA, with 5 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 54 clients with $350M 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 | 1.50% |
Fees generally range from 0.25% to 1.50% annually, based on client’s assets under management, as well as the range and complexity of the services provided. Fees are negotiable.
Fee Estimator
Location
9191 Towne Centre Drive, Suite 575, San Diego, CA, 92122
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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 →Employment History
Current Registrations
Seabird Investment Partners
State Registrations1 state
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