Joe Meals is a registered investment advisor at Fcg Investment Company, based in Germantown, TN, with 34 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 351 clients with $570M 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 | 0.90% |
Fees are generally negotiable and billed monthly in advance based on the prior billing period's ending asset value.
Fee Estimator
Location
9040 Garden Arbor Dr, Ste 206, Germantown, TN, 38138
Get directionsHistory
Regulatory History (1)
Regulatory
October 2007Other Business Activities
Joe is the CFO for a private general contractor firm involved in new home construction. His compensation is based on fees collected from clients added since his employment.
Employment History
Current Registrations
Fcg Investment Company
Previous Registrations
Consulting Services Group, LLC
Trading Services Group, INC.Broker
Total Resources, INC.Broker
Furman Selz Mager Dietz & Birney IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
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.
Exams
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