Joseph Mackey is a registered investment advisor at Mkd Wealth, based in Troy, MI, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 237 clients with $510M 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 | 1.75% |
Fees vary by investment strategy and asset size, but will not exceed 1.75% per annum. Fees are negotiable.
Fee Estimator
Location
1301 W Long Lake Rd Ste 210, Troy, MI, 48098
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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 is an independent insurance agent for various companies since 2002, licensed to sell life, disability, long-term care insurance, and annuities. He spends a few hours per week on this activity.
Employment History
Current Registrations
Mkd Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations2 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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