JP
CFA
JP
CFA

Joseph Pecoraro

21 Years of Experience
Centennial, CO

Joseph Pecoraro is a CFA-designated registered investment advisor at Pvg Asset Management CORP, based in Centennial, CO, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 240 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
240 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$624.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source, such as sub-advisory relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6898 S. University Blvd., Suite 100, Centennial, CO, 80122

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pvg Asset Management CORP
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Genesee Investment Partners
July 2005 - December 2006 · 1 yr 5 mos
Rahmig William Conrad
July 2005 - January 2006 · 6 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
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