JR
ChFC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The firm charges an annual fee based on a percentage of your assets under management, as shown in the table. A minimum portfolio size and annual fee may apply, but are negotiable in certain circumstances. Fees are billed quarterly in arrears. These fees do not include brokerage commissions, transaction fees, or other custodial expenses.
Areas of Practice
Investment Management
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Advisor Information
Office location
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2003Settled
Customer Dispute
June 2003Award / Judgment
Other Business Activities
Joseph is the President/CEO of Rollins and Associates, PC, a CPA, auditing, and tax firm. He dedicates about half his time to this business.
Employment History
Current Registrations
Rollins Financial Advisors, LLC
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Rollins Financial INC
February 2011 - April 2021 · 10 yrs 2 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.