Joel Gooch
Joel Gooch is a registered investment advisor at Gemini Estate Plan LLC, based in Conroe, TX, with 18 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gemini Estate Plan charges a percentage of your portfolio annually, ranging from 0.5% to 2%, depending on the size and complexity of your account. This fee is in addition to the fees charged by the outside money managers Gemini uses, but the total will never exceed 3%. The fee is paid quarterly in advance.
Location
Conroe, TX
Get directionsHistory
Regulatory History (1)
Criminal
August 1978Other Business ActivitiesSells Insurance
Joel is an MGA at Gemini Estate Plan LLC, an insurance agency for fixed products offering retirement and tax planning, since 1998. This takes about half of Joel's time, including during trading hours.
Employment History
Current Registrations
Gemini Estate Plan LLC
Previous Registrations
Planmember Securities Corporation
State Registrations1 state
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.