Michael Joyce is a CFP-designated registered investment advisor at Cw Advisors, LLC, based in Richmond, VA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
Fee Estimator
Contact
Michael Joyce
Location
1806 Summit Ave, 100, Richmond, VA, 23230
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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 →Other Business Activities
Michael is a General Partner for MJA Special Opportunities Fund, LLC and Managing Member of Bromley Partners, LLC, and a Trustee for Jesse C. Eisel Testamentary Trust, dedicating minimal time to each. He also serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a charitable organization, also dedicating minimal time.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Agili, P.C.
Michael Joyce & Associates, P.C.
State Registrations2 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.
Exams
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