Joseph Teagarden is a registered investment advisor at Total Wealth Partners, based in Houston, TX, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Total Wealth Partners' investment management fees range up to 1.5% annually, based on factors such as the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. Fees may be negotiable at the Advisor's discretion.
Location
2929 Allen Parkway, Suite 200, Houston, TX, 77019
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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 →Employment History
Current Registrations
Total Wealth Partners
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Rmc Capital Markets Group, INCBroker
K-One Investment Company, INC.Broker
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.