Joel Palatnik
Joel Palatnik is a registered investment advisor at Lwm Advisory Services, LLC, based in Plantation, FL, with 23 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,111 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM Advisory Services manages client portfolios for a fee, which is a percentage of the value of your portfolio. This fee is negotiated and can vary depending on the size and complexity of your account. The annual fee will not exceed 2.00%. Fees are charged quarterly in advance. There is a minimum investment of $100,000, but the firm may accept smaller accounts.
Location
1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324
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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 ActivitiesSells Insurance
Joel is an investment advisor representative (IAR) for LWM Advisory Services, InvesTrust Financial Advisors LLC, and Legacy Retirement Plan Advisors. He also sells non-variable insurance products, and owns and operates several real estate rental properties through various LLCs.
Employment History
Current Registrations
Lwm Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Investacorp, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Kovack Securities INC.Broker
Mutual Service CorporationBroker
Jefferson Pilot Securities CorporationBroker
Allmerica Investments, INC.Broker
Statetrust Investments INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations3 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.