Eric Joynt is a CFP, ChFC-designated registered investment advisor at Prospettiva Financial, based in Missoula, MT, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 294 clients with $130M 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 | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Missoula, MT
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 →Employment History
Current Registrations
Prospettiva Financial
Previous Registrations
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
S.G. Long & Company
State Farm Vp Management CORP.Broker
State Registrations1 state
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
More Advisors
- Paul Lasiter, CFPEvergreen Summit Advisors, LLC
- Jared Losing, CFPAmeriprise Financial Services, LLC
- Casey Fitchett, CFPPine Haven Investment Counsel, INC.
- Rachael Morawski, CFP, ChFCEdward Jones
- Kathleen Mcmahon, CFPMercer Global Advisors INC.
- Troy Chrane, CFPTci Wealth Advisors, INC.