Chelly Joseph
Chelly Joseph is a registered investment advisor at Foliage Financial, based in Bonita Springs, FL, with 19 years of industry experience. Chelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Bonita Springs, FL
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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 ActivitiesSells Insurance
Chelly is an insurance agent selling fixed insurance through Foliage Financial Services, dedicating about 10-20% of her time. She is also a Registered Investment Advisor Representative with Gradient Wealth Management and a Registered Representative with Gradient Securities, spending about a quarter of her time on each.
Employment History
Current Registrations
Foliage Financial
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.