Joseph Manno is a registered investment advisor at Merit Financial Partners LLC, based in Westport, CT, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 197 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Partners charges up to 0.75% annually for investment management, billed quarterly based on the value of your account. Fees are negotiable. There is a $4,000 minimum annual fee, payable in quarterly installments of $1,000, though this may be waived.
Location
500 Post Road East Suite 228, Westport, CT, 06880
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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.
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Joseph owns and operates JMSynergy LLC, a marketing and business consulting firm, with his wife. This activity can potentially require about 10-20% of Joseph's time during trading hours, with additional hours possible outside of trading hours.
Employment History
Current Registrations
Merit Financial Partners LLC
Loyal Advisors
Previous Registrations
The Dowling Group Wealth Management
State Registrations2 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.