Victor Joseph is a registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 1 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2024Other Business Activities
Victor is a real estate broker in South Amboy, NJ since 2018, dedicating a few hours per week to this activity. He is also a notary in NJ since 2022.
Employment History
Current Registrations
LPL Financial LLC
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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