Joseph Addison Mcaraw

Principle Wealth

28 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Principle Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,093 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$2.7B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

670 Boston Post Road, Madison, CT, 06443

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Joseph is insurance licensed and has an LLC (GSD LLC) for accounting purposes, spending minimal time on it. He also has an LLC (Integrity Partners, LLC) for tax/investment purposes, dedicating about 10-20% of his time to it during securities trading.