Joseph Randazzo
Joseph Randazzo is a CFP-designated registered investment advisor at Beacon Financial Advisory LLC, based in Twinsburg, OH, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 1,077 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Financial Advisory offers two investment management options:
- Wrap Fee Portfolio Management: Fees are a percentage of your portfolio, up to 1.80% annually. The exact fee is negotiable for portfolios over $2,000,001.
- Non-Wrap Portfolio Management: Fees are a percentage of your portfolio, up to 1.61% annually. The exact fee is negotiable for portfolios over $2,000,001.
Location
2214 Enterprise Parkway East, Twinsburg, OH, 44087
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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 attorney, involved in fundraising for the American Cancer Society, and owner of Buckeye Deferred Comp, LLC. He also owns FNA Wealth Management, selling insurance products, and is an Investment Adviser Representative of Beacon Financial Advisory, LLC, spending nearly full-time on these activities.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Lincoln InvestmentBroker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations23 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.