JB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M
Fee Structure
Financial Plan Fee:$1,000 - $15,000
Hourly Rate:Up to $350/hr
Asset management fees can reach up to 1.50% annually. Comprehensive portfolio management fees can reach up to 1.75% annually or $350/hour. Financial planning fees range from $1,000 to $15,000 or $350/hour. Estate planning is a flat fee of $1,500, but is free for clients with over $3 million in assets under management.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving
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Advisor Information
Office location
196 S. Fir St., Suite 140, Ventura, CA, 93001
Get directionsRegulatory History (1)
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Judgment / Lien
September 1992Other Business Activities
Joseph is the owner of Associated Material Resource, a plastics raw materials business, since 2016. He spends minimal time on this activity outside of business hours and is responsible for all business aspects.
Employment History
Current Registrations
Integrity Wealth Advisors, LLC
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - July 2017 · 8 yrs 1 mo
Morgan Stanley Broker
June 2009 - July 2017 · 8 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2001 - April 2007 · 6 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.