Joseph Flynn is a registered investment advisor at Flynn Capital Management LLC, based in Severna Park, MD, 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 High Net Worth, Investment Management. Their firm serves 160 clients with $23M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.13% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for accounts over $1,500,000.
Fee Estimator
Location
Severna Park, MD
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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 Activities
Joseph is involved in a non-alcoholic beverage maker. The filing does not specify the nature or time commitment of this activity.
Employment History
Current Registrations
Flynn Capital Management LLC
Previous Registrations
Flynn Capital Management LLC
Flynn Capital Management LLC
Northwestern Mutual Investment Services,llc
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.