Joseph Mcadams is a registered investment advisor at Syndicated Capital, INC., based in Diamond Bar, CA, with 33 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 393 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with the advisors.
Fee Estimator
Location
21671 Gateway Center Drive, Suite 111, Diamond Bar, CA, 91765
Get directionsHistory
Regulatory History (1)
Regulatory
December 2011Other Business Activities
Joseph is the Chairman/CEO of PIA Farmland, Inc., a privately-owned REIT investing in farmland properties, since 2013. He dedicates a few hours per week to administrative duties and managing the farm property.
Employment History
Current Registrations
Syndicated Capital, INC.
Pacific Income Advisers INC
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
State Registrations36 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.