Timothy Joseph is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Radnor, PA, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
100 West Matsonford Road, Suite 4-200, Radnor, PA, 19087
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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 Activities
Since January 2016, Timothy has been providing professional tax preparation services as a sole proprietor (Tim Joseph, CPA). He dedicates a few hours per week on weekends during tax filing season months to this activity, providing services to friends and family for a nominal fee.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Wisdom Planning, LLC
Cordasco Financial Network, INC.
Andrew Garrett INC.Broker
Metlife Securities INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations3 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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