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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1420 Ebenezer Road, Suite 106, Rock Hill, SC, 29732
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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
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