JM
CFA
JM
CFA

Joseph Mcadams

16 Years of Experience
El Segundo, CA

Joseph Mcadams is a CFA-designated registered investment advisor at Pacific Income Advisers INC, based in El Segundo, CA, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,673 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
2,673 clients
Average Client Portfolio
$842K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.35%
$10.0M - $50.0M0.30%
$50M+0.25%

Rates shown reflect Core Plus and similar strategies. High Yield strategies range from 0.50% down to 0.40%, and Small Cap equity strategies range from 1.00% down to 0.70%. Fees are negotiable.

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

Location

2321 Rosecrans Ave., Suite 1260, El Segundo, CA, 90245-4987

Get directions

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.

Learn about disclosures →
Other Business Activities

Joseph is a Senior VP and Portfolio Manager at Pacific Income Advisers, dedicating about half his time. He also serves as CIO for Anworth Mortgage Asset Corp., also taking about half of Joseph's time, and as Vice President of PIA Farmland since 2013.

Employment History
Current Registrations
Pacific Income Advisers INC
March 2010 - Present · 16 yrs 7 mos
State Registrations1 state
CA
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.
More Advisors