Malachy Joyce is a registered investment advisor at Based Capital Wealth LLC, based in Durham, NC, with 1 years of industry experience. Malachy 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 107 clients with $43M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients can aggregate household accounts to receive a lower tiered schedule fee. The fees are negotiable.
Fee Estimator
Location
4819 Emperor Boulevard, Suite 400, Durham, NC, 27703
Get directionsHistory
Regulatory History (4)
Financial
February 2021Financial
October 2019Financial
October 2019Customer Dispute
April 2003Other Business Activities
Malachy is the CEO of iBC Holdings LLC dba Stocklabs, a data analytics company providing financial and technical information. He intends to reduce his role at Stocklabs upon approval from Based Capital Wealth LLC.
Employment History
Current Registrations
Based Capital Wealth LLC
State Registrations6 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.