Joseph Rhyne is a registered investment advisor at &partners, based in Winston Salem, NC, with 40 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
110 Oakwood Drive, Suite 470, Winston Salem, NC, 27103
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Joseph has a 25% ownership in RiazzI Rhyne & Swaim Investment Group LLC, dedicating full-time hours to it. He also has 100% ownership in Joe Joe Enterprises LLC, but spends no time on it, and acts as power of attorney for his father, spending an extraordinary amount of time on it.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
State Registrations43 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.
Exams
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