Joseph Kiely is a registered investment advisor at Mercer Global Advisors INC., based in Denver, CO, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
1200 17th Street, Suite 2000, Denver, CO, 80202
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.