Joseph Stacy is a registered investment advisor at Meranti Capital Partners, INC., based in Atlanta, GA, with 15 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $860K 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 | 1.65% |
For qualified clients, they also offer a performance-based fee structure of 2.00% of the value of your portfolio plus 10% of capital appreciation. These fees are negotiable.
Fee Estimator
Location
1349 W Peachtree Street NE, Suite 1910, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is a commercial real estate agent and licensed Georgia real estate instructor, working as an independent contractor for Real Brokerage, LLC. This takes about half of Joseph's time.
Employment History
Current Registrations
Meranti Capital Partners, INC.
Previous Registrations
Meranti Capital Partners, INC.
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
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.