Joe Redmond
Joe Redmond is a registered investment advisor at The Wealth Consulting Group, based in Albuquerque, NM, with 24 years of industry experience. Joe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
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
LPL Financial LLC
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.
Exams
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