MJ
CFA
MJ
CFA

Michael James Joseph

8 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Gilbert, AZ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stansberry Asset Management, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
TD Ameritrade, INC.
May 2016 - April 2017 · 11 mos
TD Ameritrade Investment Management, LLC
May 2016 - April 2017 · 11 mos
TD Ameritrade, INC.Broker
May 2016 - April 2017 · 11 mos
Pfm Fund Distributors, INC.Broker
December 2014 - April 2016 · 1 yr 4 mos
Fisher Investments
September 2011 - September 2014 · 3 yrs
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.