Joseph Webb
Joseph Webb is a registered investment advisor at Harvest Investment Services, LLC, based in Palmetto Bay, FL, with 24 years of industry experience. Joseph 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 3 more. Their firm serves 1,393 clients with $530M 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 $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.
Fee Estimator
Location
8925 SW 148 Street, Suite 200, Palmetto Bay, FL, 33176
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Joseph is a managing member of Twin Peaks, LLC and Community Empowerment Connections, LLC, and also the chairman/president/director/founder of Twin Peaks Financial Ministries. He is also a principal and independent insurance agent for Profit Planners MGA, LLC, selling various insurance products, and a principal at Black Wealth Consortium.
Employment History
Current Registrations
Harvest Investment Services, LLC
Envoy Advisory INC.
Previous Registrations
Inspire Advisors, LLC
Inspire
Ifs Advisory, LLC
Ifs SecuritiesBroker
G. A. Repple & CompanyBroker
G. A. Repple & Company
Financial West Group
Financial West GroupBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Traders AdvantageBroker
G. A. Repple & CompanyBroker
Summit Brokerage Services, INC.Broker
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
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.