Joao Correia is a CFA-designated registered investment advisor at Madison Asset Advisors, LLC, based in New York, NY, with 8 years of industry experience. Joao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 18 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joao works as a Wealth Manager/Investment Advisor for Madison Asset Advisors and Blair Hall Advisors, LLC. He also provides financial training through Financial Edge Training/IBHEROCOM US INC for approximately 30-40 days per year.
Employment History
Current Registrations
Madison Asset Advisors, LLC
Blair Hall Advisors, LLC
State Registrations2 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.