Joseph Mcinerney
Joseph Mcinerney is a CFP-designated registered investment advisor at Wisdom Wealth Investment Advisors LLC, based in Phoenix, AZ, with 32 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 271 clients with $140M 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 $25K | 2.00% |
| $25K - $50K | 2.00% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable based on individual client circumstances. Held-away assets managed via Absolute Capital are billed quarterly in arrears.
Fee Estimator
Location
6930 E. Chauncy Lane, Suite 220, Phoenix, AZ, 85054
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Joseph operates JMFS, Inc. providing tax preparation, planning, and representation services, dedicating about 10-20% of his time to this. He is also the treasurer for Knights of Columbus Council 10050, handling deposits and paying bills, and an independent insurance agent. Joseph also owns Bottle & McInerney, LLC for management and administration purposes, spending minimal time on it.
Employment History
Current Registrations
Wisdom Wealth Investment Advisors LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Royal Alliance Associates, INC.Broker
Bma Financial Services, INC.Broker
State Registrations3 states
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
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