Brad Joseph
Brad Joseph is a registered investment advisor at Capital Analysts, based in Snellville, GA, with 27 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B 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 |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
Snellville, GA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2026Other Business ActivitiesSells Insurance
Brad is the owner and registered agent of Joseph Financials LLC, a DBA used for marketing purposes, dedicating about 10-20% of his time. He also works as an insurance agent, selling life insurance and fixed annuity products, spending a few hours per week on this activity.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
State Registrations4 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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