Joseph Mcdonald is a registered investment advisor at Tsa Management INC, based in Clifton Park, NY, with 2 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,566 clients with $1.5B 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Rates reflect TSA Portfolio Management's primary equity schedule under Lockwood programs. Fees may vary by program, such as 0.75% to 1.5% for accounts under $500K in Pershing Tier I, and are subject to negotiation for larger accounts. Other programs like Marstone charge 0.5% and CUNY charges 0.55% to 0.75%.
Fee Estimator
Location
4 Executive Park Drive, Clifton Park, NY, 12065
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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.
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Joseph teaches three online doctorate classes per year at Northeastern University, dedicating approximately 200 hours annually. This activity does not occur during securities trading hours and provides Joseph with an annual salary of $17,000.
Employment History
Current Registrations
Tsa Management INC
Halliday Financial, LLCBroker
State Registrations2 states
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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