Joseph Garner is a registered investment advisor at Emerald Advisers, LLC, based in Lancaster, PA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $2.6B 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 $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable depending on the objectives and relative complexity of managing the account.
Fee Estimator
Location
1703 Oregon Pike, Suite 101, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Emerald Advisers, LLC
State Registrations1 state
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