Joseph Bartmess
Joseph Bartmess is a registered investment advisor at Lvz, INC., based in Wildwood, MO, with 35 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M 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 | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
Wildwood, MO
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2007Customer Dispute
December 2004Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Joseph is an insurance agent and owner of Financial Partner Group LLC, an operating business and insurance agency. He also serves on the boards of Wildwood Family YMCA, Canterbury Enterprises, Inc., and Manchester United Methodist Church, dedicating minimal time to each.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.