Joseph Berkel
Joseph Berkel is a registered investment advisor at Mcnally Financial Services Corporation, based in Austin, TX, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 142 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 1991, selling life, disability, medical, and long-term care insurance, dedicating a few hours per week to this. He also engages in sports officiating and serves as co-trustee for two testamentary trusts.
Employment History
Current Registrations
Mcnally Financial Services Corporation
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Nylife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.