Joseph M. Presti Investments is a registered investment advisor offering both discretionary and non-discretionary investment management services. Joseph M. Presti seeks long-term capital appreciation through high-quality securities. The firm researches investments using financial media, trade publications, and public data. Joseph M. Presti Investments does not offer proprietary products or high-risk securities.
Assets Under Management$2.8M
Clients6
Advisors1
Avg. per Client$470K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable above $3,000,000. Dedicated fixed income portfolios have a lower fee of 0.125%. Cash holdings have no fee. Mutual funds and index funds are charged 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...