Joseph Degeorge is a registered investment advisor at Advisory Advocates LLC, based in Bettendorf, IA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 249 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee is 1.5% of assets under management. Fees are negotiable based on account size, and clients may aggregate multiple accounts to lower the fee.
Fee Estimator
Location
Bettendorf, IA
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 works as a special education teacher for Durant Community School District since December 2020. This non-investment related activity takes nearly full-time hours per month during trading hours.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
Investment Consulting Group INC
Luminist Capital, LLC
Innovative Investment Solutions, INC.
Money Concepts Advisory Service
Citigroup Global Markets INC.
Wells Fargo Investments, LLC
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.
Exams
More Advisors
- Roger Pearson, CFPOsaic Wealth, INC.
- Anthony Carpita, CFPIntegrity Alliance, LLC
- Merriam Rink, CFPAusdal Financial Partners, INC.
- Myra Very, ChFCLPL Financial LLC
- Andrew Swanson, CFPNikulski Financial, INC.
- Gregory Hancock, ChFCState Farm Investment Management CORP.