Joseph Bennett
Joseph Bennett is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Rock Hill, SC, with 21 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
1420 Ebenezer Road, Suite 106, Rock Hill, SC, 29732
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 provides administrative services through Great Valley Advisor Group, Inc., dedicating about half of his time to this role. He also operates Beyond Wealth Financial Advisors as a DBA for his LPL business, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations9 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.
Exams
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