Joseph Smith
Joseph Smith is a CFP-designated registered investment advisor at Stillblue Financial Partners, LLC, based in Jacksonville, FL, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 203 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
301 W. Bay Street, Suite 14111, Jacksonville, FL, 32202
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 Activities
Joseph operates under two DBAs: Palms Financial Group since 2010 and Stillblue Financial Partners since 2011. These activities are not investment-related.
Employment History
Current Registrations
Stillblue Financial Partners, LLC
Previous Registrations
Independent Financial Partners
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations3 states
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.