Joseph Mccarthy is a registered investment advisor at Kingsgrove Management, LLC, based in Camarillo, CA, with 9 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $5M 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 | 1.25% |
Fees are negotiable.
Fee Estimator
Location
1200 Paseo Camarillo, #150, Camarillo, CA, 93010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joseph is an employee of McCarthy Management, providing business management services since 2006. He dedicates about half his time to this activity during securities trading hours.
Employment History
Current Registrations
Kingsgrove Management, LLC
Previous Registrations
Chase Investment Services CORP.
Morgan Stanley & CO. Incorporated
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.