Joseph Mcauliffe is a CFP-designated registered investment advisor at Rubinbrown Advisors LLC, based in Leawood, KS, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,107 clients with $3.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Longer tenured clients may pay fees ranging from 0.10% to 1.00%. Some clients have negotiated a flat quarterly fee. Clients who hire RubinBrown Advisors as a result of their advisor joining the firm continue to pay the same fees they paid to their prior investment adviser firm, provided they do not exceed 1.00% of assets, unless negotiated by the client.
Fee Estimator
Location
4000 West 114th Street, Suite 160, Leawood, KS, 66211
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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
Rubinbrown Advisors LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations2 states
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