Joseph Crosson is a registered investment advisor at Mainstreet Advisors, based in De Pere, WI, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing, Socially Responsible Investing. Their firm serves 58 clients with $5.9B 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 $25.0M | 0.36% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $500.0M | 0.22% |
| $500.0M - $1000.0M | 0.18% |
| $1000M+ | 0.14% |
Rates shown are for Discretionary Portfolio Management. Individual advisory services charge a 1.25% flat annual fee. SAM and FAP charge 0.32% down to 0.20%. APS charges 0.25% down to 0.17%. Direct Indexing charges a flat 0.25%. All fees are negotiable.
Fee Estimator
Location
De Pere, WI
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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 →Employment History
Current Registrations
Mainstreet Advisors
Capital Market Advisors, LLC
Previous Registrations
Capital Market Advisors, LLC
Mainstreet Advisors
State Registrations3 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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