Joseph Name is a CFP-designated registered investment advisor at Advisors Financial, INC., based in Vienna, VA, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 213 clients with $290M 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 | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.84% |
This fee schedule is for mutual fund and ETF models on the AssetMark platform. Privately managed accounts have a different fee schedule: First $1M: 1.70%, Next $2M: 1.35%, Next $2M: 1.20%, Over $5M: 1.05%. AFI Managed Accounts fee is up to 1.50% annually and is negotiable.
Fee Estimator
Location
8391 Old Courthouse Road, Suite 205, Vienna, VA, 22182
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Joseph is the owner and IAR of Advisors Financial, Inc., an RIA, and also works as an insurance agent for various insurance companies, offering fixed life, annuities, and LTC. He also holds various positions within Masonic organizations, including Vice President of the Board of Trustees for the Masonic Foundation of the District of Columbia.
Employment History
Current Registrations
Advisors Financial, INC.
Previous Registrations
Cetera Advisor Networks LLCBroker
Cadaret, Grant & CO., INC.Broker
Advisors Financial, INC.
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.