Joseph Steadman
Joseph Steadman is a registered investment advisor at Lifestyle Financial Services, LLC, based in Martinez, GA, with 9 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 20 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LFS offers investment management services along with ongoing financial planning. The total annual relationship fee, which includes planning, coaching, advice, and asset management, ranges from 0.40% to 1.50% of the amount you invest directly with LFS. The percentage decreases as the amount you invest increases. There is a $125/month minimum fee. Fund expenses are in addition to these fees.
Location
Martinez, GA
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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 ActivitiesSells Insurance
Joseph owns Steadman Wealth Strategies, LLC, a rental property, and Haven Point Wealth, a marketing name. He is also an insurance agent, a professional speaker, and a deputy sheriff for Columbia County, Georgia; Haven Point Wealth takes up more than full-time hours, while the other activities take minimal time.
Employment History
Current Registrations
Lifestyle Financial Services, LLC
Previous Registrations
Herrington Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.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.