Joseph Berenato is a registered investment advisor at 4j Wealth Management, LLC, based in Vienna, VA, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 228 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4J Wealth Management's annual fee is a percentage of your portfolio, determined quarterly based on the market value of your assets at the end of the previous quarter. The fee is debited directly from your account. If you terminate the agreement, you'll receive a refund for any unearned portion of the fee. The firm prices its services based on various factors, so similar clients could pay different fees. The firm uses mutual funds and exchange traded funds for client portfolios, and clients will incur charges imposed at the fund level.
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
4j Wealth Management, LLC
State Registrations2 states
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