Joseph Calvetti is a registered investment advisor at Still River Financial Planning, based in Ayer, MA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Still River Financial Planning offers investment management for an annual fixed fee between $1,000 and $10,000, not to exceed 2% of the value of your portfolio. The exact fee depends on the complexity and needs of the client. The fee is negotiable and is paid quarterly.
Contact
Joseph Calvetti
Location
Ayer, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works as a 1099 Paraplanner at Drumlin Financial Advisory since February 2020, assisting with financial planning and client meeting preparation. This activity takes a few hours per week.
Employment History
Current Registrations
Still River Financial Planning
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.