Joseph Carey
Joseph Carey is a registered investment advisor at Slight Edge Wealth Strategies, LLC, based in Jackonville, FL, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.60% |
Schedule is for clients who also receive comprehensive financial planning services. For portfolio management only clients, the fee is 1.00% on the first $1,000,000 and 0.60% on amounts over $1,000,000. Subject to a minimum fee of $1,040 annually. All fees are negotiable.
Fee Estimator
Location
Jackonville, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2023Other Business ActivitiesSells Insurance
Joseph is an Associate Managing Director, Insurance Solutions at MVP Financial Services since February 2024, engaging in insurance production activities. This role takes nearly full-time hours.
Employment History
Current Registrations
Slight Edge Wealth Strategies, LLC
Previous Registrations
Dynamique Capital Advisors
Alight Financial Advisors, LLC
Slight Edge Wealth Management LLC.
Horace Mann Investors, INC.Broker
Principal Securities, INC.Broker
Allstate Financial Services, LLCBroker
Signator Investors, INC.Broker
Foresters Equity Services, INC.Broker
Pacific West Securities, INC.Broker
Traderight Securities, INC.Broker
Fortune Financial Services, INC.Broker
Usallianz Securities, INC.Broker
Pruco Securities CorporationBroker
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.