Joe Wiley is a registered investment advisor at Capital Cities, LLC, based in Indianapolis, IN, with 30 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 19 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capital Cities' fees are customized based on the amount of work involved, client-specific needs, and account size. Fees can be a percentage of assets or a fixed fee, ranging from 0.05% to 1.00% of the asset value per year, or a fixed fee for a predetermined period. Fees are paid quarterly in advance or in arrears. Individual project fees are negotiated one-time fees due upon completion.
Location
426 East New York Street, Indianapolis, IN, 46202
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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
Joe is the Commission Chairman for the White River State Park Development Commission since 2011. He spends minimal time on this activity, and it occurs during trading hours.
Employment History
Current Registrations
Capital Cities, LLC
Capital Cities Investments
Previous Registrations
Limestone Capital Advisers, 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.