Joseph Harmon is a registered investment advisor at Rcplanners, based in Grand Rapids, MI, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 148 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiated by the Advisor based on anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.
Fee Estimator
Location
3940 Peninsular Dr SE, Ste 230, Grand Rapids, MI, 49546
Get directionsHistory
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
Joseph is a bagpiper since 2013, spending a few hours per week on this activity. He is also licensed to sell insurance products and dedicates about half his time to insurance-related activities.
Employment History
Current Registrations
Rcplanners
Previous Registrations
Atlantis Wealth Advisors LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan Stanley
Morgan StanleyBroker
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.