Joseph Mcadams
Joseph Mcadams is a registered investment advisor at Pacific Income Advisers INC, based in Palm Beach, FL, with 34 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 2,673 clients with $2.2B 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 $10.0M | 0.35% |
| $10.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Rates shown reflect Core Plus and similar strategies. High Yield strategies range from 0.50% down to 0.40%, and Small Cap equity strategies range from 1.00% down to 0.70%. Fees are negotiable.
Fee Estimator
Location
Palm Beach, FL
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
Pacific Income Advisers INC
Previous Registrations
Syndicated Capital, INC.
Syndicated Capital, INC.Broker
State Registrations3 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.
Exams
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