Joseph Hanley
Joseph Hanley is a CFP-designated registered investment advisor at Nashoba Valley Wealth Management, based in Stow, MA, with 25 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, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.8M | 0.90% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable and household accounts may be aggregated. Combined fees with outside managers will not exceed 2%.
Fee Estimator
Location
Stow, MA
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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
Joseph operates Nashoba Valley Wealth Management, LLC, focusing on wealth planning and investment management using ETFs, mutual funds, and annuities. This business occupies nearly all of Joseph's time.
Employment History
Current Registrations
Nashoba Valley Wealth Management
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.
Exams
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