Joel Slatter is a registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 20 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.
Location
109 E. Escalones, San Clemente, CA, 92672
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ignite Planners LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Foresight Wealth Management, LLC
Lefavi Wealth Management
Bruce A. Lefavi Securities, INC.Broker
Lefavi Wealth Management
Edward Jones
Edward JonesBroker
State Registrations15 states
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