Joseph Serrapede
Joseph Serrapede is a registered investment advisor at Capstone Wealth Management Group, LLC, based in Bend, OR, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees may be negotiable above $5,000,000. An advisor's family may be charged a lower fee at the advisor's discretion with approval from the Principal and/or Chief Compliance Officer. Capstone may charge a different fee based on a case-by-case analysis due to extenuating circumstances of the client.
Fee Estimator
Location
404 SW Columbia St., Suite 230, Bend, OR, 97702-3453
Get directionsHistory
Regulatory History (1)
Criminal
April 2015Employment History
Current Registrations
Capstone Wealth Management Group, LLC
State Registrations4 states
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