Joseph Pelusi
Joseph Pelusi is a registered investment advisor at Green Investment Strategies, Incorporated, based in Rydal, PA, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $7.2M 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 | 1.00% |
Fees are negotiable. GREEN may direct clients to Citizen Mint Advisors, LLC, where the total annual fee is 3.00%, split between GREEN (1.00%) and the third party (2.00%).
Fee Estimator
Location
Rydal, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Green Investment Strategies, Incorporated
State Registrations1 state
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