William Joseph Capital Management provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. Operating under the name Admiralty Private Client Group for some wealth management services, the firm creates customized investment portfolios using discretionary or non-discretionary authority. William Joseph Capital Management utilizes third-party platforms such as AssetMark to access specialized sub-advisors and investment strategies. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, education, estate planning, and asset allocation, as well as advisory services for employer-sponsored retirement plans subject to federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.