Joseph Robertson
Joseph Robertson is a registered investment advisor at Maridea Wealth Management, based in Shavano Park, TX, with 4 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
3009 Napier Park, Shavano Park, TX, 78231
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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 with Maridea Wealth Management LLC and a registered representative with Private Client Services, LLC, spending the vast majority of his time with Maridea. He also uses VitalStone Financial, LLC as a DBA for his investment advisory activity.
Employment History
Current Registrations
Maridea Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Securities LLCBroker
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.
Exams
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