Joseph Yoon is a CFP-designated registered investment advisor at Qm Advisors LLC, based in Peachtree City, GA, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QM Advisors offers portfolio management services, charging a negotiated fee up to a maximum of 1.5% annually, based on the value of the assets in your account. The fee is calculated quarterly. You can terminate the agreement with 30 days' written notice.
Location
Peachtree City, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the principal of Castle Hill Consulting, LLC, established in 2015, where he conducts various 1099 business activities, dedicating about 10-20% of his time. He also owns and manages a rental property in Rockville, MD, since 2018, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Qm Advisors LLC
Previous Registrations
Onedigital Investment Advisors
Timescale Financial, INC.
Aog Wealth Management
Kalos Capital, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Foreside Fund Services, LLCBroker
Cmg Capital Management Group, INC.
Ceros Financial Services, INC.Broker
Rydex Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.