Joe Medrano
Joe Medrano is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 28 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (8)
Regulatory
October 2021Regulatory
August 2019Employment Separation After Allegations
January 2018Judgment / Lien
August 2017Judgment / Lien
March 2017Judgment / Lien
February 2015Judgment / Lien
July 2013Judgment / Lien
January 2011Other Business ActivitiesSells Insurance
Joe works as an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, dedicating a significant amount of time to this role. He also works as an insurance agent for Global View Capital Insurance Services and Experior Financial Group, selling various insurance products, and spends a few hours per week with the Federal Employee Women's Association and driving for Lyft and Uber.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
5280 Capital
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Sunamerica Securities, INC.Broker
Ffp Securities, INC.Broker
Anchor National Financial Services, INC.Broker
New England Securities CorporationBroker
Anchor National Financial Services, 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.