Joseph Weiser
Joseph Weiser is a registered investment advisor at Voya Financial Advisors, INC., based in Baton Rouge, LA, with 11 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B 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 $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
5525 Galeria Dr Ste A, Baton Rouge, LA, 70816
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent selling fixed insurance products since 2016, dedicating nearly full-time hours to this activity. He also works as a delivery driver for S.E.R.V.E.S./IVS and Nola Fence Company, spending a few hours per week on each.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations12 states
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
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