Joseph Rollins
Joseph Rollins is a ChFC-designated registered investment advisor at Rollins Financial Advisors, LLC, based in Atanta, GA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,004 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Portfolio size minimums and fees may be negotiable.
Fee Estimator
Location
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Customer Dispute
June 2003Other Business Activities
Joseph is the President/CEO of Rollins and Associates, PC, a CPA, auditing, and tax firm. He dedicates about half his time to this business.
Employment History
Current Registrations
Rollins Financial Advisors, LLC
Previous Registrations
Rollins Financial 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.
Exams
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