Joseph Mccarthy is a CFP, ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in Rockville, MD, with 10 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
702 King Farm Blvd, Ste 610, Rockville, MD, 20850
Get directionsHistory
Regulatory History (1)
Criminal
March 2019Employment History
Current Registrations
Mercer Global Advisors INC.
Glass Jacobson Wealth Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Financial Engines Advisors L.L.C.
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Wms Advisors, LLC
H. Beck, INC.Broker
State Registrations1 state
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.