Joseph Colell
Joseph Colell is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 50 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, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (6)
Financial
February 2023Customer Dispute
August 2016Customer Dispute
March 2013Customer Dispute
March 2013Customer Dispute
October 2012Customer Dispute
October 1994Other Business ActivitiesSells Insurance
Joseph operates Strategic Assets LLC, established in 2018, to conduct Spire-related business. Joseph is also a licensed insurance agent for life, health, and annuity lines of business.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
Strategic Assets Advisory Group, LLC
LPL Financial LLCBroker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Berkshire Equity Sales, INC.Broker
State Registrations4 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.