Joseph Lanza
Joseph Lanza is a registered investment advisor at Retirement Wealth Advisors, LLC, based in Cape Coral, FL, with 5 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Retirement Wealth Advisors manages your investments using a mix of mutual funds, exchange traded funds, or low-cost annuities. The annual fee is calculated as a percentage of the value of your investments and is billed quarterly in advance. The fee may be negotiable.
- $500,000 - $999,999: up to 1.35% (advisor portion 1.1%)
- $1,000,000 to $1,999,999: up to 1.25% (advisor portion 1%)
- $2,000,000 +: up to 1.25% (advisor portion .9%)
Location
629 Cape Coral Parkway E, Cape Coral, FL, 33904-8547
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joseph is a licensed insurance agent in Florida.
Employment History
Current Registrations
Retirement Wealth Advisors, 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.