Advisory fees are negotiable. The maximum annual Basic Level Advisory Fee is 0.65%. For IRAs and non-qualified individual accounts, the maximum annual investment advisory fee is 2.05%. Basic Managed Model fees are an additional 0.25%, and Professionally Managed Model fees are an additional 0.45%. Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or fixed fee (up to $10,000). There are also non-standard plan sponsor fees for mapping prior plan investment choices and ongoing reviews.
8925 SW 148 Street, Suite 200, Palmetto Bay, FL, 33176
Get directionsJoseph is a managing member of Twin Peaks, LLC and Community Empowerment Connections, LLC, and also the chairman/president/director/founder of Twin Peaks Financial Ministries. He is also a principal and independent insurance agent for Profit Planners MGA, LLC, selling various insurance products, and a principal at Black Wealth Consortium.