Joseph Leblanc
Joseph Leblanc is a CFP-designated registered investment advisor at Premier Wealth Advisors, LLC, based in San Diego, CA, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 510 clients with $690M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
These fees are for Premier Wealth Advisors' portion only. Clients will also pay fees to third-party advisors like Focus Partners Advisor Solutions (FPAS): Up to $500,000: 0.25%; $500,000.01 to $1,000,000: 0.20%; $1,000,000.01 to $5,000,000: 0.15%; Above $5,000,000: 0.10%. Clients whose accounts are managed by The Pacific Financial Group (TPFG) will pay up to 1.95% of assets invested in mutual funds managed and administered by TPFG. Premier Wealth Advisors receives 0.75% of this fee from TPFG. Clients whose accounts are managed by Dimensional Fund Advisors (DFA) will pay up to 0.18% of the assets under DFA's management. Clients managed by DFA will generally be charged lower fees by Premier Wealth Advisors and FPAS. Fees are negotiable.
Fee Estimator
Location
12531 High Bluff Drive #110, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Joseph is a CA insurance agent offering various types of insurance products since 2004. He is also a 15% owner of Premier Wealth Advisors, LLC, a registered RIA, and spends full-time hours on tax preparation. He also dedicates minimal time as treasurer of Blue Sky Aero Club.
Employment History
Current Registrations
Premier Wealth Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Financial Designs LTD.
First Command Bank
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations13 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.