Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients who select the Wrap Fee Option pay a single, all-inclusive fee. The fee ranges from 0.25% to 2.00%. Fees are negotiable at the sole discretion of the Advisor and vary depending upon the complexity of the client situation, scope of the services provided, and experience and expertise of the IAR. Clients should note that the same or similar services to those described above may be available elsewhere at a lower cost to the client.
Areas of Practice
Advisor Information
Office location
101 Normandy Road, Suite 101, Casselberry, FL, 32707
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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
Joel is involved in several business activities, including Mangrove Financial Group (a financial planning firm offering securities and insurance products, taking nearly full-time), Mangrove Tax and Accounting (20% owner, a few hours per week), Mangrove Insurance (owner/partner, a few hours per week), and Mangrove Property & Casualty (20% owner, a few hours per week). He also owns Martin Equities Inc (real estate office space, a few hours per week), is a board member of The Azalea Youth Soccer League, Inc. (minimal time), and owns Mangrove Mountain Properties, LLC (vacation rental, minimal time).