Joseph Deandrea
Advisor at Bill Few Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bill Few Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sewickley, PA 15143
Credentials
Series 63, Series 65
Industry experience
36 years
Joseph Deandrea is a financial advisor with Bill Few Associates, Inc. in Sewickley, PA, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Bill Few Associates since 2005 and concurrently associated with Bdm&O Financial Group since 2004. Outside of advisory services, he also sells insurance through Capitas/Pittsburgh Brokerage. Bill Few Associates, Inc. serves individual and high-net-worth investors, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and qualitative investment approach, utilizes mutual funds extensively, and offers discretionary and non-discretionary management along with retirement account guidance.
Based on Bill Few Associates, Inc.
Based on Bill Few Associates, Inc.
Financial planning fees typically range from $500 to $5,000 on a fixed fee basis
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $1,500,000: 0.75% $1,500,000+: 0.50%
Insurance products sold by individuals licensed as insurance agents receive customary commissions
$200 to $300 per hour for consulting services
Account minimum: $250,000 for portfolios mainly of individual equities or individual bonds; $50,000 for portfolios predominantly comprised of mutual funds
2100 Georgetown Drive, Suite 600
Sewickley, PA 15143
Pennsylvania · Texas
Bill Few Associates, Inc.
2005 - Present (21 years)
Bdm&O Financial Group
2004 - Present (22 years)
Bill Few Securities, Inc.
2004 - 2021 (17 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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