Joanne Burleson
Joanne Burleson is a registered investment advisor at Private Client Services, LLC, based in Albemarle, NC, with 16 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
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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
Joanne provides operational support for Uwharrie Investment Advisors, a securities-related business. This takes about half of Joanne's time during market hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Uwharrie Investment Advisors, INC.
Previous Registrations
Uvest Financial Services Group, INC.Broker
State Registrations21 states
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