Joseph Cerqua is a CFA-designated registered investment advisor at Sage, Rutty & CO., INC., based in Rochester, NY, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,613 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees vary by program. Rates shown are for the Asset Advisor program. Other programs such as PIM, Schwab, and SEI feature rates ranging from 1.00% to 2.00% for initial tiers and are negotiable for balances over $1,000,000.
Fee Estimator
Location
100 Corporate Woods, Suite 300, Rochester, NY, 14623
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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
Sage, Rutty & CO., INC.
Previous Registrations
Elmwood Income Partners LLC
State Registrations1 state
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
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