Joseph Pullano is a registered investment advisor at Ia Private Wealth (USA) INC., based in Toronto. 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 132 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iA Private Wealth (USA) charges an annual investment management fee based on a percentage of the assets they manage. This fee varies between 0.5% and 2.5%, depending on the amount you invest, the type of services you need, and negotiations. You'll also be responsible for fees charged by mutual funds and SMA account managers. Fees are deducted monthly from your account.
Location
26 Wellington Street East, Toronto, M5E 1S2
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ia Private Wealth (USA) INC.
State Registrations1 state
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