Joseph Hage
Joseph Hage is a registered investment advisor at Financial Trust Asset Management Chartered, based in Boca Raton, FL, with 39 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 143 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
10055 Yamato Road, Suite 103, Boca Raton, FL, 33498-6102
Get directionsHistory
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 →Employment History
Current Registrations
Financial Trust Asset Management Chartered
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Sierra Investment Services CorporationBroker
First Union Brokerage Services, INC.Broker
Stephens INC.Broker
Funds Distributor, INC.Broker
Sierra Investment Services CorporationBroker
Great Western Financial Securities CorporationBroker
Griffin Financial ServicesBroker
Pamco Securities and Insurance ServicesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.