Joseph Elliott
Joseph Elliott is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 30 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2002Employment Separation After Allegations
July 2001Other Business ActivitiesSells Insurance
Joseph is involved in several business activities, including insurance sales (fixed annuities and health insurance), operating as The Plan Advocate, Goose Pointe LLC, and Independence Square Holdings/Advisors. He also works as a teacher, dedicating minimal time to this role.
Employment History
Current Registrations
Independence Square Holdings, LLC
Previous Registrations
Independence Square Holdings, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Jefferson Pilot Securities CorporationBroker
Equity Services, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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.