JV
JV
Joseph Varamo
45 Years of Experience
Charlotte, NC
2 DisclosuresBroker
Joseph Varamo is a registered investment advisor at Truist Advisory Services, INC., based in Charlotte, NC, with 45 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11425 Lawyers Rd, Charlotte, NC, 28227
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004Settled
Customer Dispute
April 2002Denied
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2005 - January 2018 · 12 yrs 9 mos
Bb&t Investment Services, INC.Broker
March 1998 - January 2018 · 19 yrs 10 mos
Bb&t Investment Services of South Carolina, INC.Broker
September 1997 - March 1998 · 6 mos
First Union Brokerage Services, INC.Broker
August 1986 - October 1997 · 11 yrs 2 mos
Cowen & CO.Broker
November 1980 - May 1986 · 5 yrs 6 mos
State Registrations20 states
ALCOFLGAIAILMIMOMSNCNJNYOHORPASCTNTXVAWI
AdvisorBrokerBoth
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.
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