Joseph Romano is a CFP-designated registered investment advisor at Romano Wealth Management, based in Evanston, IL, with 30 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 969 clients with $1.5B 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Passively managed accounts are charged 0.75% on all assets. Actively managed accounts have a tiered fee schedule.
Fee Estimator
Location
1560 Sherman Avenue, Suite 1300, Evanston, IL, 60201
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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 a principal at Romano Ventures Partnership, investing in startups, and a partner at Romano Research Fund, investing in technology companies. He is also an advisory board member at FinTech Ranger, LLC, a business strategy consulting firm; Joseph's time commitment to these activities is minimal.
Employment History
Current Registrations
Romano Wealth Management
Romano Brothers and CompanyBroker
State Registrations31 states
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