Joseph Horner is a registered investment advisor at Private Wealth Management, INC., based in Memphis, TN, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 125 clients with $770M 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 | 0.75% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.25% |
| $20.0M - $30.0M | 0.15% |
| $30.0M - $50.0M | 0.10% |
| $50.0M - $75.0M | 0.07% |
| $75.0M - $100.0M | 0.05% |
| $100M+ | 0.03% |
Fee Estimator
Location
3725 Champion Hills Drive, Ste. 1400, Memphis, TN, 38125
Get directionsHistory
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 →Employment History
Current Registrations
Private Wealth Management, 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.