Joel Mcneil is a CFP-designated registered investment advisor at Isthmus Partners, LLC, based in Madison, WI, with 25 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 381 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Isthmus Partners offers investment management for institutional clients. The annual fee is a percentage of the assets managed and varies depending on the size of the portfolio and the investment strategy chosen:
- Large Cap Core Equity:
- First $5 million: 0.75%
- Next $15 million: 0.60%
- Next $30 million: 0.55%
- Over $50 million: 0.45%
- Small-Mid Cap Core Equity:
- First $5 million: 0.85%
- Next $15 million: 0.70%
- Next $30 million: 0.60%
- Over $50 million: 0.50%
- Small Cap Core Equity:
- First $5 million: 0.90%
- Next $15 million: 0.75%
- Next $30 million: 0.65%
- Over $50 million: 0.50%
Location
1 South Pinckney Street, Suite 800, Madison, WI, 53703
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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
Joel is a board member for SSM/St. Mary's Hospital Foundation Healthcare, Edgewood College Foundation Advisory Board, Madison Downtown Rotary Investment Committee, and Asset Builders of America. These activities require minimal time and are not investment related.
Employment History
Current Registrations
Isthmus Partners, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Strong Capital Management INC
State Registrations1 state
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