Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees are negotiable. These fees apply to Core Plus, Intermediate Core Plus, Limited Duration, Market Duration, and Moderate Duration portfolio styles. High Yield: 0.50% on the first $50MM, 0.45% on the next $50MM, and 0.40% thereafter. Corporate: 0.40% on the first $10MM, 0.30% on the next $40MM, and 0.25% thereafter. Short-Term and Ultra Short-Term: 0.25% on the first $10MM, 0.20% on the next $40MM, 0.175% on the next $50MM, and 0.15% thereafter. Small Cap: 1.0% on the first $10MM, 0.80% on the next $40MM, and 0.70% thereafter.
Fee Estimator
PIA charges an annual advisory fee for separately managed accounts, calculated and paid quarterly. Fees are negotiable. Wrap-fee arrangements are determined by separate contracts with program sponsors, generally varying between 1.00% and 1.50% annually. PIA also manages mutual funds with fees ranging from 0.20% to 0.55% of assets under management. Institutional SMA advisory fees are negotiable and may be waived or reduced for friends and family of PIA.
Areas of Practice
Advisor Information
Office location
2321 Rosecrans Ave., Suite 1260, El Segundo, CA, 90245-4987
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a Senior VP and Portfolio Manager at Pacific Income Advisers, dedicating about half his time. He also serves as CIO for Anworth Mortgage Asset Corp., also taking about half of Joseph's time, and as Vice President of PIA Farmland since 2013.