Joseph Mineo is a registered investment advisor at Wny Asset Management, LLC, based in Williamsville, NY, with 3 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,115 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 $401K | 1.30% |
| $401K - $751K | 1.10% |
| $751K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Location
6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221
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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 partner/minority shareholder at Blatner & Mineo CPA PC, dedicating nearly full-time hours to this role. He also serves as a planning board commissioner for the City of Tonawanda, a special examiner for Erie Surrogate's Court, and holds a solicitor position at WNY Asset Management, while volunteering with two alumni associations and acting as POA of a will.
Employment History
Current Registrations
Wny Asset Management, LLC
State Registrations1 state
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