JM
JM

Joseph James Mclaughlin

22 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
20 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$341.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $25.0M0.50%
$25.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for accounts over $50 Million

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Haverford Financial Services, INC.
November 2006 - Present · 19 yrs 3 mos
Previous Registrations
Haverford Investment Management, INC.
July 2004 - October 2008 · 4 yrs 3 mos
Haverford Trust Securities, INC.Broker
February 2003 - June 2025 · 22 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.