Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the service category and scope of duties, including retainer, flat, hourly, and asset-based fees. For discretionary portfolio service, fees can be up to 0.50% annually, subject to a $500 minimum. Hourly rates for nondiscretionary and consultation services range from $85 to $500 per hour, with a $500 minimum annual fee. Fees are negotiable and agreed upon in writing in advance. Clients using 55ip are not charged any additional fees.
Areas of Practice
Advisor Information
Office location
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209
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 Activities
Joy serves as power of attorney for her mother and trustee of her daughter's trust. She also participates in the Kiwanis Club and the Homewood Public Library Foundation Board, and works as a sales associate for Realty Benefit Services and Dergalis Associates LLC, dedicating a few hours per week to each.