Joseph Healy is a registered investment advisor at Van Liew Capital INC, based in Providence, RI, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $63M 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 $1.0M | 1.20% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
One Regency Plaza, Suite One, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Van Liew Capital INC
State Registrations1 state
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