Joseph Thieman is a registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 11 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a managing member/CCO of Thieman Investment and Retirement Services and a managing member/co-owner of Thieman Ranch LLC. He is also an owner of San Angelo Snowball, LLC, a financial advisor at M. S. Howells & Co, and an IAR at MSH Capital Advisors DBA Thieman Investments, as well as a board member for several organizations.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.
M. S. Howells & CO.Broker
Previous Registrations
Thieman Investment & Retirement Services, LLC
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.