Joseph M. Sebo, CFP Inc. provides investment advice and asset management services. The firm focuses on helping clients build and preserve wealth through financial and investment plans. They use fundamental and technical analysis to select stocks and exchange traded funds. The firm manages investments for individuals, high net worth individuals, corporations, and business entities.
Assets Under Management$1.7M
Clients1
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Advisory fees may be negotiable based upon prior relationships as well as related account holdings. Third party investment adviser investment platforms that Mr. Sebo uses do not charge a fee greater than 1.8%, a portion of which those firms pay Mr. Sebo as a solicitor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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