Joseph Mcrae
Joseph Mcrae is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
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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 ActivitiesSells Insurance
Joseph assists his wife with her advertising/marketing firm and is involved in tax preparation. He also offers individual and group health insurance, fixed life (term/UL), and disability insurance, and owns rental real estate. Joseph is also part of VPWM Advisors LLC, a Registered Investment Advisor.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Princor Financial Services CorporationBroker
Worthmark Alliance Viii, LLCBroker
Worthmark Financial Services, LLCBroker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
Securities Service Network, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations45 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.