Joshua Massey is a registered investment advisor at Massey, Joshua, based in Ipswich, MA, with 21 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients with $94M 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 $200K | 0.90% |
| $200K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
The advisor may discount the above fee schedules based upon the nature of the relationship with the client. The advisor also reserves the right to renegotiate a client from the Flat Fee schedule to the Tiered Rates Fee schedule and vice versa.
Fee Estimator
Location
Ipswich, MA
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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
Joshua is a member of Cameron-Elmwood Realty, LLC, which owns an office building as a real estate investment. He dedicates minimal time to the LLC, providing input on extraordinary issues and lease negotiation.
Employment History
Current Registrations
Massey, Joshua
State Registrations3 states
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