Joseph Lorenzo is a registered investment advisor at Andersen Wealth Management, based in Easton, MD, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 702 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andersen Wealth Management's annual fee for managing your investments will not exceed 2.5% and will not be lower than 1%. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account at the end of the previous quarter and are billed quarterly in advance. The fee is negotiable.
Location
6 West Dover Street, Easton, MD, 21601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Andersen Wealth Management
State Registrations1 state
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