Joseph Manfredi is a registered investment advisor at Baltimore-Washington Financial Advisors, based in Columbia, MD, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,975 clients with $2.8B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Contact
Joseph Manfredi
Location
10960 Grantchester Way, Suite 110, Columbia, MD, 21044
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
Baltimore-Washington Financial Advisors
Previous Registrations
Wells Fargo Advisors, LLC
UBS Financial Services INC.
State Registrations2 states
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