Joseph Perkins
Joseph Perkins is a registered investment advisor at J. L. Perkins Wealth Management, LLC, based in Macon, GA, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 317 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. L. Perkins Wealth Management does not directly manage client investments. Instead, the firm refers clients to third-party money managers. The total annual advisory fee for this service will not exceed 1.50%. A portion of this fee is paid to J. L. Perkins Wealth Management, as outlined in the third-party money manager's advisory agreement.
Location
200 Northside Crossing, Macon, GA, 31210
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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
Joseph works as an insurance agent selling various insurance products. This activity takes a few hours per week.
Employment History
Current Registrations
J. L. Perkins Wealth Management, LLC
Previous Registrations
Reliastar Capital Management, INC.
Christy Capital Management, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
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.