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JM
CFP
JM
CFP

Joseph Maxey

Trademark Capital Management INC.
15 Years of Experience
Watkinsville, GA
View SEC Summary
View SEC Summary

Joseph Maxey is a CFP-designated registered investment advisor at Trademark Capital Management INC., based in Watkinsville, GA, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 339 clients with $150M in assets under management.

Trademark Capital Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
339 clients
Average Client Portfolio
$445K average
Assets Under Management
$150.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Representative may set fees up to a maximum of 1.25% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joseph is a member of Summersalt Ventures LLC and Summersalt Investments LLC, both real estate rental properties, dedicating minimal time to each. He is also a partner in Skywater Construction, a custom home builder, spending about half his time on this activity.

Employment History
Current Registrations
Trademark Capital Management INC.
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Zacks Investment Management, INC.
March 2022 - December 2022 · 9 mos
Independent Financial Partners
November 2018 - March 2022 · 3 yrs 4 mos
Trademark Capital Management INC.
June 2015 - December 2018 · 3 yrs 6 mos
Trademark Capital Management INC
April 2011 - September 2015 · 4 yrs 5 mos
Athens Capital Group, LLC
November 2010 - April 2011 · 5 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
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