Joseph Simpson
Joseph Simpson is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Oxford, MS, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
319 N Lamar Blvd, Ste. 302, Oxford, MS, 38655
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2023Other Business Activities
Joseph is the managing member of several LLCs, primarily focused on real estate ventures, including residential rentals, undeveloped land, and restaurants. He also manages Joseph A Simpson CFP, PLLC, which handles administrative tasks for his investment advisory business.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Barnes Pettey Financial Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
Nylife Securities 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.