Joseph Mcadams is a CFA-designated registered investment advisor at Pacific Income Advisers INC, based in El Segundo, CA, with 16 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 2,521 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Income Advisers (PIA) manages investments through several platforms. Fees for retail wrap-fee programs generally vary between 1.00% and 1.50% of the assets managed, as charged by the program sponsor. The amount PIA receives from the wrap fee depends on the terms agreed upon with the wrap-fee sponsor, the client's account size, related investment management accounts, individual account investment restrictions, and whether assets are invested in PIA's mutual funds. PIA charges management fees for acting as investment manager for PIA’s non-MACS Mutual Funds. Such fees are calculated depending on the portfolio style, and paid monthly in arrears. PIA Short-Term Securities Fund charges 0.20% of assets under management and PIA High Yield Fund, Institutional Class charges 0.55% of assets under management.
Location
2321 Rosecrans Ave., Suite 1260, El Segundo, CA, 90245-4987
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a Senior VP and Portfolio Manager at Pacific Income Advisers, dedicating about half his time. He also serves as CIO for Anworth Mortgage Asset Corp., also taking about half of Joseph's time, and as Vice President of PIA Farmland since 2013.
Employment History
Current Registrations
Pacific Income Advisers INC
State Registrations1 state
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