Joseph Abboud is a registered investment advisor at Rinzler Capital LLC, based in Atlanta, GA, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $800K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Rinzler Capital offers wealth management with financial planning for a flat dollar fee:
- Resident Doctor: $2,500 per year, collected monthly or quarterly.
- Attending Doctor / Professional: $6,500 per year, collected monthly or quarterly.
The fees are negotiable.
- Financial Plans: $2,500. The fees are negotiable.
- Hourly Fees: $250 per hour. The fees are negotiable. Fees may be waived if the client is a Wealth Management client.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rinzler Capital LLC
State Registrations2 states
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