Joseph Kiely
Joseph Kiely is a registered investment advisor at Mercer Global Advisors INC., based in Asheville, NC, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
Asheville, NC
Get directionsHistory
Regulatory History (1)
Regulatory
June 2003Other Business Activities
Joseph is a passive member in several Limited Liability Real Estate Holding Companies (Dash Harper, LLC; DHPK, LLC; Elizabeth Blake, LLC; Harvard & Bryant, LLC; Piper Blaken, LLC; RCPPK, LLC) since 2015 and 2016. These LLCs hold title to real estate assets, but Joseph's spouse wholly controls and manages them, requiring minimal time commitment from Joseph.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Kiely Wealth Advisory Group, INC.
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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