Joel Josephs
Joel Josephs is a registered investment advisor at Great Valley Advisor Group, LLC, based in Boca Raton, FL, with 32 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
3837 NW Boca Raton Blvd Ste 100, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Joel sells fixed insurance products, including life, fixed annuities, disability, and long-term care insurance. He also works as a registered investment advisor hybrid with Great Valley Advisor Group, Inc., and operates under the DBAs J W Josephs Financial and Joel Josephs Financial Wealth Advisor, spending the majority of his time on these investment-related activities.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
LPL Financial LLC
NFP Securities, INC.
NFP Advisor ServicesBroker
Jefferson Pilot Securities CORP
Independent Advisers Group CORP
Jefferson Pilot Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Raymond James & Associates, INC.Broker
Smith Barney INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.