Joel Hubbard is a registered investment advisor at Executive Money Managers, INC., based in Marietta, GA, with 22 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 256 clients with $82M 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 $250K | 1.00% |
| $250K+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Marietta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joel is the president of Midas Mulligan Properties, Inc., a rental property business, and a member of Broad River Properties, LLC. He is also a founder, investor, and board member of Providence Bank and the owner of Joel Hubbard, CPA, PC, spending about a quarter of his time on the CPA business.
Employment History
Current Registrations
Executive Money Managers, INC.
State Registrations6 states
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