Joel Lagore is a CFP-designated registered investment advisor at Procyon, based in Shelton, CT, with 24 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Joel is a partner/financial advisor at OLV Investment Group, where he spends nearly full-time on insurance sales and services. He also has ownership roles in OLV Foundation, OLV Real Estate, OLV Tax Services, JPL Music, Inc., and hosts a radio show for Christian Broadcasting Systems, dedicating varying amounts of time to each.
Employment History
Current Registrations
Procyon
Previous Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Ae Financial Services, LLCBroker
Spc
Sigma Financial CorporationBroker
Citigroup Global Markets INC.Broker
The Huntington Investment CompanyBroker
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.