Joseph Zaccardi
Joseph Zaccardi is a CFA-designated registered investment advisor at Atlas Private Wealth Advisors, based in Lansdale, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
Lansdale, PA
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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.
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Joseph operates Atlas Private Wealth Advisors as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates nearly full-time hours to providing investment advisory services through Atlas Private Wealth Advisors LLC.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Fs, INC.Broker
Osaic Fa, INC.Broker
Cresset Asset Management, LLC
Berman Capital Advisors, LLC
State Registrations4 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.