Unclaimed
Joseph Labarbera is a registered Investment Advisor Representative (IAR) with Main Management, LLC. Joseph has been in the industry since 2010 and has a Series 65 license. Joseph's firm has approximately $1.4 billion in assets under management and works with a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations. Joseph specializes in providing investment advice to individuals, businesses, and investment companies. Joseph is also an experienced financial planner and can provide guidance on a variety of financial planning needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Main Management, LLC (SAN FRANCISCO CA)
IA
Issued 05/11/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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