Joseph Daly
Joseph Daly is a registered investment advisor at Stuyvesant Capital Management Corporation, based in Matthews, NC, with 21 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, Retirement Planning. Their firm serves 30 clients with $36M 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
For equity and balanced accounts. The annual fee structure when managing StuyvesanTrendsTM advisory accounts are as follows: 2% on the first $100,000, 1.5% on the next $150,000 and then 1.0% on assets over $250,000. The amount of the advisory fees is negotiated on a case-by-case basis.
Fee Estimator
Location
Matthews, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Employment History
Current Registrations
Stuyvesant Capital Management Corporation
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
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.