Joseph Mcquaid
Joseph Mcquaid is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Mt Pleasant, SC, with 21 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
Mt Pleasant, SC
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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
Concurrent Investment Advisors, LLC
Previous Registrations
Imprint Wealth LLC
Eudaimonia Partners, LLC
Wealthshield LLC
Pacer Financial, INC.Broker
Morgan Creek Capital Distributors, LLCBroker
Guggenheim Investments
Guggenheim Funds Distributors, LLCBroker
Americafirst Capital Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Seligman Advisors, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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