Joseph Nardone is a registered investment advisor at Longshore Wealth Management LLC, based in Highlands, NJ. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on several factors, including the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Fee Estimator
Location
196 Bay Ave Lower Level, Highlands, NJ, 07732
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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 the principal of Riaforce, a non-advisory consulting firm. This activity takes about 10-20% of Joseph's time and is not investment-related.
Employment History
Current Registrations
Longshore Wealth Management LLC
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.