Joseph Doerrer is a CFP-designated registered investment advisor at Mezzasalma Advisors, based in Tinton Falls, NJ, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 310 clients with $340M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $250, which may be waived.
Fee Estimator
Location
67 Apple St, Tinton Falls, NJ, 07724
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works as an accounting manager and certified public accountant at Mezzasalma CPAs since February 2021. This takes nearly all of Joseph's time.
Employment History
Current Registrations
Mezzasalma Advisors
State Registrations1 state
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