Joseph Neff is a CFP-designated registered investment advisor at Measured Wealth Private Client Group, LLC, based in Rye, NH, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 638 clients with $530M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
14 Sagamore Road, Rye, NH, 03870
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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 works as a martial arts instructor at Renzo Gracie New Hampshire. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Mai Capital Management, LLC
The Wealth Consulting Group
Newedge Advisors
Mid Atlantic Financial Management, INC.
Newday Solutions, 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.
Exams
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