Advisor at WNY Asset Management, LLC
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.
Firm
WNY Asset Management, LLC
Location
Williamsville, NY 14221
Credentials
Series 63, Series 65
Industry experience
3 years
Joseph Mineo is a financial advisor with WNY Asset Management, LLC, holding Series 63 and Series 65 licenses and with three years of advisory experience. He has been affiliated with WNY Asset Management since 2010 and has over 40 years of experience as a partner at Blatner, Mineo, CPA, PC. Outside of his advisory role, he serves as a planning board commissioner for the City of Tonawanda and holds various voluntary positions with Canisius High School and Canisius College alumni associations. WNY Asset Management provides discretionary portfolio management and financial planning services to individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm employs a client-focused approach involving asset allocation across multiple investment types and offers standalone planning engagements, as well as educational seminars.
Based on WNY Asset Management, LLC
Based on WNY Asset Management, LLC
Fixed fees generally range from $600 to $30,000 depending on service scope
$0 - $400,999.99: 1.30% $401,000 - $750,999.98: 1.10% $751,000 - $1,000,999.97: 1.00% $1,001,000+: 0.85%
Certain representatives earn commissions as registered representatives of LPL Financial and licensed insurance agents
Hourly rates generally range from $150 to $350 depending on service and professional
Fee-only: Fixed fees generally range from $600 to $30,000; Hourly rates from $150 to $350
6500 Sheridan Drive, Suite 200
Williamsville, NY 14221
New York
WNY Asset management LLC
2010 - Present (16 years)
Blatner MIneo & Assoc. CPA PC
2006 - Present (20 years)
Blatner, Mineo, CPA, PC
1986 - Present (40 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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