Joseph Macmunn
Joseph Macmunn is a registered investment advisor at Simplicity Wealth, based in Clinton, MA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
200 Union Street, Clinton, MA, 01510
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Regulatory History (1)
Regulatory
March 2018Other Business ActivitiesSells Insurance
Joseph is the owner of College Funding Solutions Inc. (DBA MacMunn Financial Management) since 2002, focusing on college expense financial planning. This takes about a quarter of his time and includes the sale of life insurance and annuities.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
Ae Wealth Management, LLC
Macmunn Financial Management
Intersecurities, INC.Broker
Lantern Investments, INC.Broker
Vision Securities INC.Broker
Saperston Financial INC.Broker
Montano Securities CorporationBroker
State Registrations1 state
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.