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Joseph Mcaraw

Principle Wealth
28 Years of Experience
Palm Beach Gardens, FL
Sells Insurance
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Joseph Mcaraw is a registered investment advisor at Principle Wealth, based in Palm Beach Gardens, FL, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,210 clients with $3.2B in assets under management.

Principle Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$3.2B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are up to 1.25% annually and are negotiable at the discretion of Principle Wealth Partners based on asset size, scope of work, and account complexity. Minimum annual fee of $5,000 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Palm Beach Gardens, FL

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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.

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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.

Employment History
Current Registrations
Principle Wealth
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Northstar Wealth Partners LLC
June 2014 - February 2021 · 6 yrs 8 mos
LPL Financial LLCBroker
July 2013 - February 2021 · 7 yrs 7 mos
LPL Financial LLC
July 2013 - January 2016 · 2 yrs 6 mos
Essex Financial Services, INC.Broker
November 2003 - August 2013 · 9 yrs 9 mos
Essex Financial Services, INC.
November 2003 - August 2013 · 9 yrs 9 mos
Raymond James Financial Services
January 1999 - November 2003 · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 1998 - November 2003 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - November 1998 · 1 yr 1 mo
State Registrations2 states
CTFL
Advisor

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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