Joseph Codrick
Joseph Codrick is a registered investment advisor at Chapel Hill Investment Analysts INC, based in Greensburg, PA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,411 clients with $440M 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 | 0.95% |
Fixed-income portfolios are charged at an annual rate of 0.40%. Fees are negotiable for accounts with assets over $1 million.
Fee Estimator
Location
460 Mathews Street, Suite 2100, Greensburg, PA, 15601
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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
Joseph is the owner and registered advisor of Chapel Hill Investment Analysts, RIA, since 2000. This activity is investment-related.
Employment History
Current Registrations
Chapel Hill Investment Analysts INC
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.
Exams
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