Joanna Mccall
Joanna Mccall is a CFP-designated registered investment advisor at Wealth Management Solutions, based in Oklahoma City, OK, with 26 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $110M 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 - $1.0M | 1.25% |
| $1M+ | 1.00% |
This is the fee schedule for discretionary accounts. Non-discretionary accounts have a slightly lower fee schedule: $0 to $500,000: 1.25%, $500,001 to $1,000,000: 1.15%, $1,000,001 or higher: 1.0%. Fees are negotiable and accounts within a household may be grouped together to achieve a lower fee. In certain circumstances, fees may exceed those listed in this schedule, however, they may not exceed 2.0% annually.
Fee Estimator
Location
5830 NW Expressway #306 (Mailing Address), Oklahoma City, OK, 73132
Get directionsHistory
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 ActivitiesSells Insurance
Joanna owns multiple businesses, including Joanna S. Mcall PC for tax preparation (taking about 1.5 days per week from February to April), Roden+Fields as an independent skincare consultant, and Bravely Global as a brand partner for natural supplements. She also sells life, health, annuity, and long-term care insurance, dedicating minimal time to it.
Employment History
Current Registrations
Wealth Management Solutions
Previous Registrations
Sms Financial & Investment Management
State Registrations2 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.