Joseph Mcginley is a registered investment advisor at Ellis Investment Partners, LLC, based in San Jose, CA, with 26 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 824 clients with $920M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Family accounts may be combined for fee purposes.
Fee Estimator
Location
San Jose, CA
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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 a board member for SAG-AFTRA and Hunters Point Biomonitoring Foundation. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Ellis Investment Partners, LLC
Previous Registrations
Fis Brokerage & Securities Services LLCBroker
Sungard Institutional Brokerage INC.Broker
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
Capital Analysts, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Aal Capital Management CorporationBroker
State Registrations1 state
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