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ChFC

Joseph Cahill

Commonwealth Financial Network
34 Years of Experience
Norwell, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Cahill is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Norwell, MA, with 34 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

19 Assinippi Avenue, Norwell, MA, 02061

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph owns multiple businesses, including Joseph Cahill & Associates, Inc., The Financial Services Group, and several real estate holding companies. He also sells fixed insurance products and is involved in restaurant and retail businesses.

Employment History
Current Registrations
Commonwealth Financial Network
November 2013 - Present · 12 yrs 11 mos
Commonwealth Financial NetworkBroker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2013 · 1 yr 4 mos
First Allied Securities, INC.
June 2008 - July 2012 · 4 yrs 1 mo
First Allied Securities, INC.Broker
February 2008 - November 2013 · 5 yrs 9 mos
MML Investors Services, INC.Broker
March 1992 - February 2008 · 15 yrs 11 mos
State Registrations20 states
AZCTFLGAIAILMAMDMEMONCNHNVNYRISCTNUTVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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