Joseph Malfeo is a CFP, ChFC-designated registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 20 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 307 clients with $130M 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 | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
SIMPLE Employer IRA: 1%. 401K Plans and Endowment Funds (plans held with the Firm): 0.65% for assets $0 to $10,000,000.
Fee Estimator
Location
56 Hunter Street, Suite 210, Apex, NC, 27502
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 →Other Business Activities
Joseph has passive investments in several real estate-related LLCs, including Monarch Group Properties III LLC, Monarch Group Properties II, LLC, Monarch Group Properties, LLC, and Downtown Friendship, LLC. Prior to January 31, 2024, Joseph spent minimal time per week as a registered agent and income tax filer for these businesses, but currently devotes no time to them.
Employment History
Current Registrations
Hunter Street Investment Advisors LLC
Previous Registrations
Command Capital Management L.L.C.
Prudential Financial Planning Services
State Registrations3 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.