Joseph Desipio
Joseph Desipio is a CFA, CFP, ChFC-designated registered investment advisor at Wellington Capital Advisors, LLC, based in Conshohocken, PA, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $29M 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 | 1.00% |
This fee applies to Basic ETF Strategies. ETF Strategies (with options writing overlay) and Single Stock Strategies (with options writing overlay) are charged 2.00% annually.
Fee Estimator
Location
1100 East Hector Street, Suite 215, Conshohocken, PA, 19428
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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 Activities
Joseph is the President of Vector Capital Management, Inc., providing valuation and financial modeling services, dedicating about 10-20% of his time. He also works as an adjunct economics instructor at Delaware County Community College, spending another 10-20% of his time teaching.
Employment History
Current Registrations
Wellington Capital Advisors, LLC
Arin Risk Advisors LLC
Previous Registrations
Sei Investments Management CORP
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.