Joseph Pitt
Joseph Pitt is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Watkinsville, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
1551 Jennings Mill Rd, Suite 2600-D, Watkinsville, GA, 30677
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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 Activities
Joseph is a managing member/trader for The Trading Pitt LLC since 2019, learning about and trading on the Forex market, but spends minimal time on it. He also manages Pitt Family Limited Partnership LLC, a real estate holding company, and spends minimal time on this activity as well.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Previous Registrations
Advisory Services Network
Precision Capital Management
State Registrations1 state
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