Joseph Jennings is a registered investment advisor at Clear Investment Research, LLC, based in Alpharetta, GA, with 20 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 129 clients with $4.7B 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 $200K | 0.90% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.40% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
284 S. Main Street, Suite 900, Alpharetta, GA, 30009
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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 →Other Business Activities
Joseph operates under the DBA Clearview Group since 2010. He also works as an adjunct teacher at Argosy University, dedicating minimal time, and is a registered investment advisor with Clearview Group, providing qualified plan advisory services.
Employment History
Current Registrations
Clear Investment Research, LLC
Previous Registrations
LPL Financial LLC
Clearview Group
LPL Financial Corporation
Invesmart Advisors INC
State Registrations2 states
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