Josh Minotta is a registered investment advisor at Stage Wealth Management, INC., based in Somers, NY. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 207 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stage Wealth Management manages investments through a wrap fee program. The annual management fee is up to 2.00% of the value of your portfolio. This fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable and depends on your individual circumstances. Clients should note that where Stage Wealth Management selects third-party models/programs, Stage Wealth Management has a financial incentive to select models/programs that charge lower fees rather than selecting models/programs based on your specific needs and circumstances.
Location
Somers, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stage Wealth Management, INC.
State Registrations1 state
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