Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,086 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$1.5M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fee schedule may be negotiated in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000
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Contact
Joseph Anthony Piela
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History
Clean regulatory record
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
Sax Wealth Advisors, LLC
February 2016 - Present · 10 yrs
Previous Registrations
Securian Financial Services, INC.
May 2011 - January 2016 · 4 yrs 8 mos
Securian Financial Services, INC.Broker
August 2010 - January 2016 · 5 yrs 5 mos
Spear, Leeds & Kellogg, L.P.Broker
August 2001 - September 2001 · 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Contact
Joseph Anthony Piela