Joseph Bonastia is a CFP-designated registered investment advisor at Zemenick & Walker INC, based in St Louis, MO, with 9 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 256 clients with $2.4B 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 $4.0M | 0.50% |
| $4.0M - $7.0M | 0.38% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Clients engaged prior to the current fee schedule are billed the lower of their original fee or the current fee schedule. Zemenick & Walker reserves the right to offer a reduced fee structure in certain instances.
Fee Estimator
Location
1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144
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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
Zemenick & Walker INC
State Registrations2 states
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