Joyce Moe
Joyce Moe is a registered investment advisor at Private Client Services, LLC, based in Modesto, CA, with 29 years of industry experience. Joyce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1700 STANDIFORD AVE Suite 380, Modesto, CA, 95350
Get directionsHistory
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 ActivitiesSells Insurance
Joyce is a successor trustee for two trusts, a special education teacher (full-time), an investment advisor representative, and a board member for a senior advocacy network. She also sells insurance products for Voya and Great American Insurance Group, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Private Client Services, LLCBroker
Castle Rock Wealth Management, LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
State Registrations2 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.
Exams
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