Joseph Black is a registered investment advisor at Butlerjeffrey, LLC, based in Atlanta, GA, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 42 clients with $23M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for assets over $10,000,000.
Fee Estimator
Location
4243 Dunwoody Club Drive, Suite 212, Atlanta, GA, 30350
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 ActivitiesSells Insurance
Joseph works as an insurance agent, selling fixed annuities, life/health, long-term care, and disability insurance. This activity is not investment-related and takes about half of Joseph's time.
Employment History
Current Registrations
Butlerjeffrey, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations2 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.