Joseph Bilello
Joseph Bilello is a ChFC-designated registered investment advisor at Avanti Wealth Management, based in Longwood, FL, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Retirement Planning, and 1 more. Their firm serves 110 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avanti Wealth Management uses Prosperity Capital Advisors for investment management. The maximum combined annual fee charged by Avanti and Prosperity Capital Advisors is based on the following schedule:
- $0 - $250,000 — 1.8%
- $250,001 - $1,000,000 — 1.7%
- $1,000,001 - $3,000,000 — 1.6%
- $3,000,001 - $5,000,000 — 1.5%
- $5,000,001 - $10,000,000 — 1.2%
- Over $10,000,000 — 1.0%
This fee includes both Avanti's advisory fee and Prosperity Capital Advisors' program fee. The advisory fee charged by Avanti is negotiable.
Location
110 Crown Oak Centre Drive, Longwood, FL, 32750
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Joseph is a Managing Partner at Avanti Wealth Management, LLC, and President at Avanti Financial Group, Inc. He also holds positions at Pareto Media LLC, Family Bank Design Center LLC, Seminole County Young Life, and Avanti Financial Advisors, dedicating a significant amount of time to Avanti Wealth Management and Avanti Financial Group.
Employment History
Current Registrations
Avanti Wealth Management
G. A. Repple & Company
G. A. Repple & CompanyBroker
Previous Registrations
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
State Registrations20 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.