JJ
JJ
John Joyce
32 Years of Experience
Houston, TX
1 Disclosure
John Joyce is a registered investment advisor at Joyce Wealth Management, LLC, based in Houston, TX, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 206 clients with $420M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
206 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$420.0M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7880 San Felipe, Suite 115, Houston, TX, 77063
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2002Denied
Employment History
Current Registrations
Joyce Wealth Management, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
May 2013 - May 2023 · 10 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - May 2023 · 10 yrs
UBS Financial Services INC.
September 1993 - May 2013 · 19 yrs 8 mos
UBS Financial Services INC.Broker
September 1993 - May 2013 · 19 yrs 8 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.