Joseph Campedelli is a registered investment advisor at Csenge Advisory Group, LLC, based in Newton, MA, with 3 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 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
313 Washington Street, Ste. 308, Newton, MA, 02458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
State Registrations1 state
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