Joseph Digangi is a CFP-designated registered investment advisor at Amicus Financial Advisors, LLC, based in Easton, PA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
101 Larry Holmes Drive, Suite 215, Easton, PA, 18042
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an insurance agent with ELANA General Insurance, LLC, spending about 10-20% of his time selling insurance products. He also has several non-investment related businesses including ELANA Settlement Architects, LLC, Elite Financial & Settlement Consulting, LLC, ELANA Franchise Group, LLC, and NextPhase Community, LLC, taking up varying amounts of his time.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
Previous Registrations
Elana Advisory Services, LLC
Gradient Advisors, LLC
Walnut Street Securities, INC.
Evolve Investment Advisors
Evolve Securities, INC.
Investment Advisors
Everest Financial & Settlement Consulting, LLC
State Registrations2 states
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.