Joseph Mccullough
Joseph Mccullough is a registered investment advisor at Mccullough Wealth Management LLC, based in Van Alstyne, TX, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3 clients with $4.4M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
609 Lavender Dr, Van Alstyne, TX, 75495
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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 a CPA since 1993, though he does not currently provide accounting services. He is also a licensed insurance agent in Texas since 2024, but is not currently selling insurance products.
Employment History
Current Registrations
Mccullough Wealth Management LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ameriprise Financial Services, LLCBroker
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.