JM
CFP
JM
CFP
Joseph Mangone
18 Years of Experience
Paradise Valley, AZ
1 Disclosure
Joseph Mangone is a CFP-designated registered investment advisor at J. Mangone Capital Management LLC, based in Paradise Valley, AZ, with 18 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 19 clients with $45M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$44.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Paradise Valley, AZ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 1993Settled
Employment History
Current Registrations
J. Mangone Capital Management LLC
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
July 2005 - May 2009 · 3 yrs 10 mos
State Registrations2 states
AZLA
Advisor
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
No exam information available for this advisor.