Joel Akers is a registered investment advisor at Stephens, based in Rogers, AR, with 26 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 21,991 clients with $18B 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 |
|---|---|
| Any | 2.50% |
Maximum annual fee rate is 2% for Stephens Allocation Strategies and Stephens Managed Assets Program, and up to 2.5% for other pre-paid wrap fee accounts. Fees are negotiable based on account size, type, and services provided.
Fee Estimator
Location
3100 Market Street, Rogers, AR, 72758
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Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Joel is a director at Infinity Headwear, an apparel sales company, since 2010. His spouse owns BLA Holdings, a real estate appraisal business, but Joel is only an indirect owner and spends no time on either activity.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Arvest Asset ManagementBroker
State Registrations39 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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