Joseph Devorak
Joseph Devorak is a registered investment advisor at Compound Planning, INC., based in Berthoud, CO, with 10 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
Berthoud, CO
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Regulatory History (1)
Civil
March 2024Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 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.