Joy Watkins
Joy Watkins is a CFP, ChFC-designated registered investment advisor at Anchor Investment Management, based in Columbia, SC, with 42 years of industry experience. Joy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 774 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum portfolio value is generally $500,000. Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
3205 Devine Street, Columbia, SC, 29205
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Regulatory 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
Joy works in investment management at Anchor Investment Management, dedicating nearly full-time hours to financial planning, investment management, seminars, and business development. She is also a licensed insurance agent in multiple states, spending about 10-20% of her time on insurance activities.
Employment History
Current Registrations
Anchor Investment Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.