Joseph Moorhead is a registered investment advisor at DBA Seslia Securities, based in St. Thomas, VI, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 129 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. For accounts with mutual fund providers for Class F-1, F-2, F-3 or 529-F-1 shares, Seslia is compensated by the mutual fund provider at 0.75% annually, quarterly prorated.
Fee Estimator
Location
2107 Crystal Gade #7A, St. Thomas, VI, 00802
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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 →Employment History
Current Registrations
DBA Seslia Securities
Previous Registrations
DBA Seslia Securities
Seslia SecuritiesBroker
State Registrations1 state
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