Joseph Mccaffrey
Joseph Mccaffrey is a CFP-designated registered investment advisor at Cra Financial Services, L.L.C., based in Haddonfield, NJ, with 18 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, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 1,433 clients with $1.7B 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 | 1.00% |
Annual fees generally range between 0.75% and 1.00% depending on the market value of assets under management, complexity, and negotiations.
Fee Estimator
Location
25 Chestnut Street, Suite 5, Haddonfield, NJ, 08033
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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 →Employment History
Current Registrations
Cra Financial Services, L.L.C.
Previous Registrations
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Hrc Fund Associates, LLCBroker
Pcs Dunbar Securities, LLCBroker
Pcs Securities, INC.Broker
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.
Exams
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