Joseph Cammayo
Joseph Cammayo is a registered investment advisor at Grantvest Financial Group LLC, based in Matawan, NJ, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 630 clients with $170M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Location
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Joseph is an advisor at Grantvest Financial Group, LLC, focusing on financial planning primarily with ETFs and equities, dedicating about 10-20% of his time. He also works with JBT Benefits Group, a DBA for supplemental insurance benefits, spending a few hours per week, and FED RP, LLC, a marketing service for GrantVest Financial Group, spending minimal time.
Employment History
Current Registrations
Grantvest Financial Group LLC
Previous Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
Track Data Securities CorporationBroker
Track Securities CORP.Broker
Janssen-Meyers Associates, L.P.Broker
Ladenburg, Thalmann & CO., INC.Broker
J.P. Turner & Company, L.L.C.Broker
Lt Lawrence & CO., INC.Broker
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.