Joel Lake is a registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, with 12 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 225 clients with $360M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL, 35401
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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 →Other Business Activities
Joel is a shareholder and CPA at JamisonMoneyFarmer since 1992, dedicating about 10-20% of his time to the accounting practice. He also holds ownership positions in JMF Technologies, LLC and JMF Building, LLC, dedicating minimal time to oversight and general duties.
Employment History
Current Registrations
Jmf Capstone Wealth Management
Previous Registrations
Jmf Wealth Management, LLC
State Registrations2 states
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