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Joseph Eberle

Union Capital Company
38 Years of Experience
Tucson, AZ
1 DisclosureBroker
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Joseph Eberle is a registered investment advisor at Union Capital Company, based in Tucson, AZ, with 38 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 Insurance Planning, Investment Management, Retirement Planning. Their firm serves 414 clients with $150M in assets under management.

Union Capital Company
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
414 clients
Average Client Portfolio
$362K average
Assets Under Management
$150.0M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.75%
$10M+1.75%

Fees range from 0.60% to 2.00% for assets up to $5M, and 0.40% to 1.75% for assets between $5M and $10M. Fees are negotiable for accounts over $10M and depending on account size, prior relationship, or other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6083 E. Grant Road, Tucson, AZ, 85712

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History

Regulatory History (1)
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Regulatory
August 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph provides quarterly reviews for Shelby County Schools, dedicating minimal time per month. He also attends meetings for the Trust Company of Knoxville and helps make presentations to employees a couple times a year, also dedicating minimal time per month.

Employment History
Current Registrations
Union Capital Company
May 2021 - Present · 5 yrs 5 mos
Union Capital Company
February 2021 - Present · 5 yrs 8 mos
Union Capital CompanyBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Calton & Associates, INC.
April 2015 - January 2021 · 5 yrs 9 mos
Calton & Associates, INC.Broker
April 2015 - January 2021 · 5 yrs 9 mos
Strategic Asset Consulting
April 2004 - December 2015 · 11 yrs 8 mos
Advanced Asset Trading, INCBroker
March 1998 - August 2015 · 17 yrs 5 mos
R. D. Kushnir & CO.Broker
May 1997 - December 1997 · 7 mos
Trading Services Group, INC.Broker
June 1990 - December 1996 · 6 yrs 6 mos
Total Resources, INC.Broker
June 1989 - June 1990 · 1 yr
Furman Selz Mager Dietz & Birney IncorporatedBroker
September 1988 - June 1990 · 1 yr 9 mos
E. F. Hutton & Company INCBroker
July 1987 - May 1988 · 10 mos
State Registrations4 states
GAMSTNWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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