Joseph Centofonti is a registered investment advisor at Eagle Asset Management INC, based in St. Petersburg, FL, with 17 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 79,272 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMs charges an annual asset-based fee, calculated as a percentage of assets under management on a quarterly basis. The fee is based on the client's most recent quarterly FDIC Call Report filing. Fees are billed monthly in arrears at 1/12 of the annual rate. SIMs fees typically range from 0.08% to 0.15%, but may vary based on factors like portfolio size. Clients incur additional expenses outside of SIMs' fees.
Location
780 Carillon Pkwy, St. Petersburg, FL, 33716
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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 acts as Power of Attorney, Health Care Power of Attorney, and Personal Representative for Katie Centofonti, his partner. He spends minimal time on these duties.
Employment History
Current Registrations
Eagle Asset Management INC
Carillon Fund Distributors, INC.
Carillon Fund Distributors, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ensemble Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations52 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.