Joseph Bailey is a CFP-designated registered investment advisor at Integrity Capital Management, based in Kingsport, TN, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 361 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are negotiable for accounts above $5 million. Accounts in the same household are combined.
Fee Estimator
Location
444 Clinchfield St Ste 302, Kingsport, TN, 37660
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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 owns B-Squared Consulting LLC, which provides technology and compliance consulting services since 2016. He spends about 10-20% of his time providing these consulting services.
Employment History
Current Registrations
Integrity Capital Management
Previous Registrations
Gilbert Advanced Asset Management, INC.
Gilbert Advanced Asset Management, INC.
Linsco/private Ledger CORP.
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.
Exams
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