Joseph Calhoun
Joseph Calhoun is a registered investment advisor at Alhambra Investment Management LLC, based in Aiken, SC, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $320M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are subject to negotiation. Fees for assets managed above $5 million are negotiable.
Fee Estimator
Location
Aiken, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1996Other Business Activities
Joseph is the sole owner of Calhoun & Co., an S Corp formed to provide services to Alhambra Investment Management and Alhambra Investment Partners.
Employment History
Current Registrations
Alhambra Investment Management LLC
Previous Registrations
Alhambra Investment Management LLC
Fahnestock Asset Management
State Registrations3 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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