Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on assets under management and are negotiable between the client and the advisor. The maximum advisory fee is 2.0%. Fees may be calculated and billed monthly or quarterly. Third-party management fees are included in FPL's advisory fees. The minimum account size is $100,000, but FPL has the discretion to waive this minimum.
Areas of Practice
Advisor Information
Office location
3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612
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 member of JG3, LLC, operating as Fortress Insurance Services and Fortress Financial Services, an insurance agency selling life, health, and long-term care insurance, dedicating about 10-20% of his time. He also provides marketing services to the insurance industry as part owner of InsureSuperMom.com, Inc., spending minimal time, and is part owner of Fortress Tax Services, spending a few hours per week.