Joseph Young
Joseph Young is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jonesboro, AR, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
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Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
2000 Browns Lane Access Rd, Jonesboro, AR, 72401
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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.
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Joseph is an advisory board member for Friendship Foundation, Inc. and Winthrop P. Rockefeller Cancer Institute, and is involved with Education Arkansas. He is also a sole member of Viking Capital, LLC (real estate holdings/rental property) and a general partner/managing member of Viking Capital, LLC (rental property holding company), and has family held real estate through Young Investment Company L.L.C.