Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are charged for planning and portfolio management. Financial planning fees range from $1,500 to $2,500 per plan or $150 to $500 per hour. The maximum annual asset management fee is 2.00%. Fees may be negotiable at the discretion of the IAR. Clients may also incur fees from third-party investment managers or sub-advisors, with a maximum fee of 1.5% of assets managed.
Areas of Practice
Advisor Information
Office location
100 Church Street SW, Suite 125, Huntsville, AL, 35801
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is a sales insurance brokerage contractor for L&R Investment Management, focusing on group life, disability, and long-term care insurance, dedicating about 10% to 20% of his time. He is also an investment advisor with Concert Wealth Management, spending nearly full-time on this role.