Joseph Ray
Joseph Ray is a registered investment advisor at Marian Investor Coaching, INC., based in Greenwood, IN, with 12 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are for co-advisor services. MIC also offers investment supervisory services for no-commission indexed annuities. The fee is 0.50% annually on the first $1 to $500,000, and negotiable over $500,000.
Fee Estimator
Location
698 Oldefield Commons Drive, Suite 1, Greenwood, IN, 46142
Get directionsHistory
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 ActivitiesSells Insurance
Joseph works as an actuarial analyst for Wellpoint, Inc., an insurance company, performing actuarial related analysis. This is a full-time commitment.
Employment History
Current Registrations
Marian Investor Coaching, INC.
State Registrations1 state
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