JD
JD

Joy Deanda

21 Years of Experience
Atlanta, GA

Joy Deanda is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 21 years of industry experience. Joy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Advisory Services Network
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2019 - November 2020 · 1 yr 9 mos
Charles Schwab & CO., INC.
February 2019 - November 2020 · 1 yr 9 mos
Strategic Advisers, INC.
April 2006 - July 2017 · 11 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2000 - July 2017 · 17 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.