Joseph Larosa is a CFP-designated registered investment advisor at Private Counsel Group, LTD., based in Indianapolis, IN, with 6 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 63 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG charges a fee based on a percentage of the value of your portfolio each year. The fees are calculated on the household asset value and billed monthly. The specific fees are outlined in your Investment Advisory Agreement. PCG may negotiate a lower advisory fee or waive the minimum fee based on account size, portfolio complexity, or other reasons.
Location
350 Massachusetts Ave, Suite 300, Indianapolis, IN, 46204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Private Counsel Group, LTD.
State Registrations1 state
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