Joy Mall
Joy Mall is a registered investment advisor at Financialife Outfitters LLC, based in Overland Park, KS, with 3 years of industry experience. Joy 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 51 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FinanciaLife Outfitters charges a percentage of the value of your account for investment management services, up to 1.5% annually. The exact rate is negotiated on a case-by-case basis. Fees are deducted from client accounts quarterly. If you are referred to a third-party manager platform, the combined fee can range up to 2.2% annually, also negotiated on a case-by-case basis.
Location
6900 College Blvd.,, Suite 520, Overland Park, KS, 66211
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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
Joy is an office manager at Financialife Outfitters, LLC, dedicating all of her time to this role. She also works as an office manager for life insurance activities, spending minimal time on this.
Employment History
Current Registrations
Financialife Outfitters LLC
Kovack Securities INC.Broker
Previous Registrations
Triad Advisors LLCBroker
State Registrations14 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.