Joseph Mcnally is a registered investment advisor at Excel Wealth Management, LLC, based in Manchester, CT, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 520 clients with $270M 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 $250K | 0.70% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.30% |
These fees apply to accounts implemented through Betterment Institutional. Clients participating in a Managed Account Program will incur a separate fee that will be charged by the Program Sponsor in addition to Excel Wealth’s investment advisory fee. The total blended fee, including the Advisor’s fee and the Managed Account Program’s fee, will not exceed 1.75% annually. Investment advisory fees are either based on the market value of assets under management at the end of the prior calendar quarter or the average daily balance of assets under management with the Advisor during the prior quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the scope and complexity of the Client relationship but generally do not exceed 1.75%.
Fee Estimator
Location
935 Main Street, Unit E, Manchester, CT, 06040
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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 →Other Business Activities
Joseph is the President of Drive Capital Management LLC, where he assists small businesses with ERTC and RMD tax credits. This referral activity and assistance takes a few hours per week.
Employment History
Current Registrations
Excel Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
Paychex Securities CorporationBroker
State Registrations1 state
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