Daphne Roberson
Daphne Roberson is a registered investment advisor at William Joseph Capital Management, INC., based in Burlington, CT, with 8 years of industry experience. Daphne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,879 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.
Fee Estimator
Location
252 Spielman Highway, Unit 1, Burlington, CT, 06103
Get directionsHistory
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
Daphne is a part owner of Roberson, Tierney & Associates, LLC, an agency selling health/life insurance, annuities, and Medicare health plans, dedicating nearly full-time hours to it. She also engages in educational and marketing activities for insurance through AAA Retire, LLC, spending minimal time on this endeavor.
Employment History
Current Registrations
William Joseph Capital Management, INC.
State Registrations1 state
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