Joseph Tatusko is a CFA, CFP-designated registered investment advisor at Cfo Capital Management, LLC, based in Fairfield, CT, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 295 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO Capital Management's fees for managing your investments are a percentage of the value of your portfolio. The annual management fee ranges from 0.7% to 1.9%, depending on your investment goals and the advisor managing your account. This fee is negotiated individually and documented in an agreement. CFO only manages accounts where they have the authority to make trades without asking you first. The fees are collected quarterly. You can always terminate your contract with CFO.
Location
1305 Post Rd, Ste. 202, Fairfield, CT, 06824
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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 →Employment History
Current Registrations
Cfo Capital Management, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
Westport Resources Investment Services, INC.Broker
Westport Resources Management INC
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.