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Joquinn Sadler

Nortlov Advisory, LLC
27 Years of Experience
Mcdonough, GA
3 DisclosuresBroker
View SEC Summary
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Joquinn Sadler is a registered investment advisor at Nortlov Advisory, LLC, based in Mcdonough, GA, with 27 years of industry experience. Joquinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more.

Nortlov Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M2.00%
$2.5M - $5.0M1.75%
$5.0M - $10.0M1.25%
$10.0M - $25.0M1.00%
$25.0M - $50.0M0.75%
$50.0M - $100.0M0.50%
$100M+0.35%

Fees are negotiable. Fee breakpoints are not retroactive.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Mcdonough, GA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
Regulatory
November 1998
Final
Criminal
August 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joquinn is the CEO of Ibis Compliance & Financial Services, LLC, providing compliance consultation, taking about half of his time. He is also the President of Nortlov Group LLC and Rising Sun Foundation, spending minimal time on each.

Employment History
Current Registrations
Nortlov Advisory, LLC
January 2024 - Present · 2 yrs 4 mos
Nortlov Securities LLCBroker
May 2023 - Present · 3 yrs
Dalmore Group LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
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October 2011 - December 2020 · 9 yrs 2 mos
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State Registrations19 states
ARCACTDCFLGAILINMAMDNHNYORSDTXUTVAVTWA
AdvisorBrokerBoth

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.
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