Joseph Inskeep is a CFP-designated registered investment advisor at LPL Financial LLC, based in Austin, TX, with 15 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1601 Rio Grande, Suite 348, Austin, TX, 78701
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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 Activities
Joseph is a business owner of 512 Seasoning Company since 2019. This home-based business activity, which is not investment-related, requires a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Ark Financial Advisors, LLC
Integrated Advisors Network LLC
Dfpg Investments, INC.Broker
First Allied Securities, INC.Broker
LPL Financial LLCBroker
Transamerica Financial Advisors, INCBroker
State Registrations52 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.
Exams
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