Joseph Mccabe
Joseph Mccabe is a CFP-designated registered investment advisor at Vestpointe Wealth Management, LLC, based in Scottsdale, AZ, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 116 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.20% |
Fees are negotiable at Vestpointe's discretion. Related clients living at the same address and immediate family members can elect to have fees “house-held” when circumstances would allow them to achieve a break point.
Fee Estimator
Location
7373 E. Doubletree Ranch Rd., Suite 175, Scottsdale, AZ, 85258
Get directionsHistory
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 the owner of Joseph I. McCabe III CPA, P.C. since 2006, spending nearly full-time on tax preparation and consulting. He is also a licensed insurance agent offering life, health, and fixed annuities, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Vestpointe Wealth Management, LLC
Previous Registrations
Kpmg Investment Advisors
State Registrations1 state
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