Joseph Aloysius Granahan

Mycio Wealth Partners, LLC

5 Years of Experience

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Firm Information

Mycio Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

27 advisors

Number of Clients

908 clients

Average Client Portfolio

$15.9M average

Assets Under Management

$14.4B

Fee Structure

Fees are charged for investment advisory services based on a percentage of assets under management. Financial planning and consulting fees are negotiable. The firm also receives administrative fees from affiliated private funds. Tax preparation services are offered for a separate fee.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Advisor Information

Office location

2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172

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Regulatory History

Clean regulatory record

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.