Joseph Metcalf is a registered investment advisor at Vestia Personal Wealth Advisors, based in St Louis, MO, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,829 clients with $830M 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 | 0.50% |
This fee schedule applies to the Vestia Disciplined Wealth Management Platform and all Private Capital Assets. Vestia Legacy clients have a different fee schedule. The Emerging Wealth Management platform has a 0.50% annual fee plus a separate platform fee charged by Betterment.
Fee Estimator
Location
St Louis, MO
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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
Joseph consults on technology and software integration through Integration Strategies Group LLC since 2019. This takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Vestia Personal Wealth Advisors
Previous Registrations
Mosaic Family Wealth, LLC
Buckingham Strategic Wealth
Edward Jones
Edward JonesBroker
State Registrations1 state
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.