Joseph Penner is a registered investment advisor at Fireside Capital Advisors, based in Dallas, TX, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 140 clients with $240M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for assets over $20,000,000. Portfolios with a total value of less than $1,000,000 across all household accounts combined may be charged a flat rate of 1.5%.
Fee Estimator
Location
14785 Preston Road, Suite 590, Dallas, TX, 75254
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fireside Capital Advisors
Previous Registrations
Fireside Capital Advisors INC.
American Securities Group, INC.
True North Advisors, LLC
Famco
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.