Joseph M. Sebo, CFP Inc. is a registered investment advisor founded by Joseph Sebo, offering personalized portfolio management and investment advice. The firm focuses on fundamental and technical analysis to select stocks and exchange-traded funds, aiming to build and preserve wealth while actively monitoring portfolios and adjusting positions as market conditions change. Services are tailored to individuals, high-net-worth clients, and various corporate and institutional entities. The firm emphasizes direct oversight, long-term client relationships, and strict adherence to client investment objectives.
Assets Under Management$2M
Clients1
Advisors1
Avg. per Client$2M
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Annual fee is 1.65% or less, billed monthly in arrears. Fees may be negotiable based on prior relationships and related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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