Joe Faulk
Joe Faulk is a registered investment advisor at Kingsview Wealth Management, LLC, based in Crestview, FL, with 18 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
301 South Ferdon Blvd, Suite E, Crestview, FL, 32536
Get directionsHistory
Regulatory History (1)
Criminal
November 1990Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
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Genworth Financial Advisers Corporation
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LPL Financial LLC
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Edward Jones
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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
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