Joseph Berry
Joseph Berry is a registered investment advisor at Twin City Private Wealth, LLC, based in Winston-Salem, NC, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 260 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twin City Private Wealth's fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year, depending on the level of engagement. Fees are generally paid quarterly, in advance.
Location
301 N Main Street, Suite 1902, Winston-Salem, NC, 27101
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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 is the owner and a licensed insurance agent at Twin City Private Wealth Insurance Services, LLC, dedicating about a quarter of his time to recommending and selling insurance products. He also works as an instructor for the American Financial Education Alliance, spending a few hours per week teaching financial education courses.
Employment History
Current Registrations
Twin City Private Wealth, LLC
Previous Registrations
Semmax Financial Advisors, INC.
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.