Joseph Mctaggart is a registered investment advisor at Mctaggart Capital, LLC, based in Omaha, NE, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $2.1M 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 $20K | Included |
| $20K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The Advisor may combine the account values of family members living in the same household to determine the applicable advisory fee and the Advisor may charge relatives and friends a lower rate or no fee.
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph owns McTaggart Rentals, LLC, which rents a food truck and related equipment, dedicating minimal time to it. He also owns a third of MC Wells Contracting, LLC, a construction business, spending about a quarter of his time on accounting and finance. Joseph is also a full-time Director of Financial Planning and Analysis at NRC Health.
Employment History
Current Registrations
Mctaggart Capital, LLC
State Registrations1 state
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