Joseph Aultman
Joseph Aultman is a registered investment advisor at Still Waters Investment Strategies LLC, based in Birmingham, AL, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
All fees are negotiable and may be reduced or waived at the sole discretion of SWIS. Financial planning fees may be waived if you enter into an investment management agreement within six months of the initial plan delivery.
Fee Estimator
Location
Birmingham, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Still Waters Investment Strategies LLC
Previous Registrations
Truist Securities, INC.Broker
State Registrations1 state
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