Joseph Monahan is a CFA-designated registered investment advisor at Conestoga Capital Advisors, LLC, based in Wayne, PA, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 233 clients with $6.9B 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 $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees are negotiable for equity portfolios over $25,000,000. Fees for fixed income and balanced portfolios are negotiable.
Fee Estimator
Location
Crosspoint at Valley Forge, 550 E. Swedesford Rd. Suite 120, Wayne, PA, 19087
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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 →Employment History
Current Registrations
Conestoga Capital Advisors, LLC
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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