Joe Redmond
Joe Redmond is a registered investment advisor at The Wealth Consulting Group, based in Albuquerque, NM, with 23 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
4901 Mcleod Ne, Albuquerque, NM, 87109
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Joe is affiliated with The Wealth Consulting Group and WCG Wealth Advisors, LLC in various capacities since 2014. He also spends minimal time on WCG NM, LLC, a business entity for tax/investment purposes.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations9 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.