Joseph Navolanic
Joseph Navolanic is a registered investment advisor at Intercarolina Financial Services, INC., based in Greensboro, 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 271 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable with a maximum of 1.50% annually. The firm also participates in wrap fee programs with separate fee structures.
Fee Estimator
Location
3300 Battleground Ave, Suite 400, Greensboro, NC, 27410
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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
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Fund Direct Advisors INC.
Fund Direct Advisors INC.
Intercarolina Financial Services, INC.
Global Investor Securities, INC.Broker
Wheat, First Securities, INC.Broker
Independence Securities, INC.Broker
State Registrations16 states
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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