Joan Cox is a CFP-designated registered investment advisor at Truwealth Advisors, LLC, based in Metairie, LA, with 22 years of industry experience. Joan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 4,700 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.55% |
Fees are 'up to' the stated percentage. The firm also charges different fees for assets held with an outside custodian. This includes advice about variable annuities which is generally 0.50% per annum, billed quarterly. Also, the Firm advises on self-directed brokerage accounts for a fixed fee, typically be $500 to $1,000 per client, per year, charged in advance.
Fee Estimator
Location
2700 Lake Villa Drive, Suite 200, Metairie, LA, 70002-6785
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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 Activities
Joan is involved with several organizations, including the Jewish Endowment Foundation, Sudden Money Institute/Financial Transitionist Institute (where she is faculty and spends about 10-20% of her time), Hidden Springs Homeowner's Association (as secretary), and the Jewish Community Center Foundation. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Truwealth Advisors, LLC
Previous Registrations
Transitus Wealth Partners LLC
Personal Financial Advisors, LLC
Sagepoint Financial, INC.
Sunamerica Securities, INC.
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.