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JM
CFP · ChFC
JM
CFP · ChFC

Joseph Mccarthy

Glass Jacobson Wealth Advisors
9 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Glass Jacobson Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$904.1M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.50%

Management Fee is negotiable according to a variety of factors.

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

Location

702 King Farm Blvd, Ste 610, Rockville, MD, 20850

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2019
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Glass Jacobson Wealth Advisors
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
May 2020 - May 2023 · 3 yrs
UBS Financial Services INC.Broker
February 2020 - May 2023 · 3 yrs 3 mos
Financial Engines Advisors L.L.C.
November 2018 - May 2019 · 6 mos
Edelman Financial Services, LLC
October 2016 - November 2018 · 2 yrs 1 mo
Ef Legacy Securities, LLCBroker
October 2016 - October 2018 · 2 yrs
Wms Advisors, LLC
April 2016 - October 2016 · 6 mos
H. Beck, INC.Broker
June 2015 - October 2016 · 1 yr 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.