Joseph Ciliberti
Joseph Ciliberti is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Plainview, NY, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
980 Old Country Road, Plainview, NY, 11803
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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 →Other Business Activities
Joseph is an Investment Advisor Representative (IAR) with Louis C. Ciliberti & Associates since March 2021, dedicating full-time hours. He is also an ambassador for GHOST, LLC, a sports nutrition company, spending a few hours per week engaging with local stores and running product demos. Joseph is also the owner of JFC Advisory Solutions, a pass-through entity, but performs no duties for it.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Thrivent Advisor Network, LLC
State Registrations3 states
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