Joseph Mcgraw is a registered investment advisor at Yankee Advisers, LLC, based in Wayland, MA, with 37 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 2 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yankee Advisers manages investments for two funds, YMM and Clipper.
For YMM, the management fee is 1.2% per year, deducted quarterly. There's also an incentive fee of 10% of new profits, subject to a high-water mark, charged quarterly.
For Clipper, the management fee is 6.0% per year, deducted monthly. There's also an incentive fee of 30% of new profits, subject to a high-water mark, charged monthly. The Clipper fee schedule may decrease with scale at Yankee's discretion.
Location
Wayland, MA
Get directionsHistory
Regulatory History (2)
Civil
February 1990Regulatory
April 1989Employment History
Current Registrations
Yankee Advisers, LLC
Previous Registrations
H.C. Wainwright & CO., INC.Broker
Homans, Mcgraw, Trull, Valeo & CO., INC.Broker
Mcgraw,valeo & CO., INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Piedmont Capital CorporationBroker
Piedmont Capital CorporationBroker
Piedmont International, LTD.Broker
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.