Advisor at William Joseph Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
William Joseph Capital Management, Inc.
Location
Summverville, SC
Credentials
CFP®
Industry experience
10 years
Bryan Ricci is a CFP® with 10 years of experience at William Joseph Capital Management, Inc. He has worked at the firm since 2015 and is also the sole owner of Ricci & Co CPAs and Consultants LLC, an accounting and tax services firm he founded in 1999. In addition, he owns and operates Abacus Financial Advisors LLC, which provides financial planning and insurance services. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that combine financial planning and portfolio management. The firm utilizes customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform, integrating various analytical methods into client asset-allocation plans.
Based on William Joseph Capital Management, Inc.
Fixed fees for comprehensive financial plans or specific analyses, disclosed in Financial Planning Agreement
$0+: 0.60% N/A+: 1.35%
Negotiable hourly rates disclosed in Financial Planning Agreement
Summverville, SC
Connecticut · South Carolina
William Joseph Capital Management LLC
2015 - Present (11 years)
Abacus Financial Advisors LLC
2005 - Present (21 years)
Ricci & Co CPAs and Consultants LLC
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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