Advisor at Core Advisory Group
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Firm
Core Advisory Group
Location
Charlotte, NC 28210
Credentials
Series 66
Industry experience
9 years
Joseph Giordano is a financial advisor with Core Advisory Group in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Edward Jones. Outside of advisory services, he maintains employment with Novant Health and Guardian Life Insurance Company. Core Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets and offers discretionary asset management, financial planning, and retirement-plan consulting, employing a range of investment strategies and platform solutions tailored to client needs.
Based on Core Advisory Group
Based on Core Advisory Group
Fixed fees for financial planning services ranging from $0 to $15,000, negotiable based on complexity and client needs.
$0+: up to 2.0% annually (non-wrap fee basis, maximum) $0+: up to 2.5% annually (wrap fee program maximum)
Advisory representatives may also receive commissions from sales of insurance and brokerage products, but CORE primarily operates on a fee-only basis for advisory services.
Up to $500 per hour for financial planning and consulting services, negotiable.
WealthVision maintenance fee typically $25 per month, negotiable.
Account minimum: $5,000 Fee-only: Advisory fees negotiated up to a maximum of 2.0% annually for non-wrap accounts; wrap fee program fees up to 2.5% annually (includes transaction costs). Financial planning fees charged hourly up to $500/hour or flat fees up to $15,000.
5960 Fairview Road, Suite 104
Charlotte, NC 28210
North Carolina
LPL Financial, LLC
2022 - Present (4 years)
CORE Advisory Group
2022 - 2022 (1 year)
Novant health
2021 - Present (5 years)
Guardian life Insurance Company
2019 - Present (7 years)
Park Avenue securities
2019 - 2022 (3 years)
Edward Jones
2016 - 2019 (3 years)
Carolinas Medical system
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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