JD
JD

Joseph Michael Drinon

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
369 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$698.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $4.0M1.00%
$4.0M - $10.0M0.75%
$10M+0.75%

Fees are negotiable for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Two Capital Plaza, Suite 404, Concord, NH, 03301

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Carlson Investments
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
August 1997 - January 2007 · 9 yrs 5 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.