Joseph O'flaherty is a registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,796 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Channel Wealth, LLC
Previous Registrations
Nuveen Asset Management, LLC
Santa Barbara Asset Management, LLC
State Registrations1 state
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