Joseph Friend
Joseph Friend is a registered investment advisor at Barnes Pettey Financial Advisors, LLC, based in Memphis, TN, 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, Insurance Planning, and 3 more. Their firm serves 2,310 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Barnes Pettey’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address and can include others that are “householded” for purposes of determining a client’s market value of assets.
Fee Estimator
Location
6060 Poplar Ave, Suite 415, Memphis, TN, 38119
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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 →Employment History
Current Registrations
Barnes Pettey Financial Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Duncan-Williams, INC.Broker
Duncan-Williams, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 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.