Joseph Estes is a registered investment advisor at Tamar Securities, LLC, based in Woodland Hills, CA, with 7 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,756 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tamar Securities charges a percentage of your portfolio each year for investment management services, billed quarterly in advance. The specific percentage depends on the investment strategy used:
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Growth Market Value Securities (GMVS®), Total Asset Fund (TAF®), Total Asset Market (TAM®), Market Value Securities (MVS®), Total Asset Value (TAV®) (ua) Ultra Aggressive, TAV (a) Aggressive and TAV (ma) Moderately Aggressive:
- First $500,000: 2.25%
- Next $500,000: 1.75%
- Over $1,000,000: 1.25%
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Fixed Income Portfolios (FIP®):
- First $500,000: 0.75%
- Next $500,000: 0.65%
- Over $1,000,000: 0.55%
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TAV® (FIP®):
- First $500,000: 1.20%
- Next $500,000: 0.98%
- Over $1,000,000: 0.76%
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TAV® (a) Aggressive (FIP®):
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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TAV® (ma) Moderately Aggressive (FIP®):
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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TAV® (FIP®) International:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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TAV® (a) Aggressive (FIP®) International:
- First $500,000: 1.67%
- Next $500,000: 1.33%
- Over $1,000,000: 0.98%
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TAV® (ma) Moderately Aggressive (FIP®) International:
- First $500,000: 1.58%
- Next $500,000: 1.26%
- Over $1,000,000: 0.94%
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FIP® MVS® Hybrid:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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MVS® FIP® A:
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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MVS® FIP® MA:
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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Cash Management:
- $0 to $10,000,000: 0.25%
- $10,000,001 to $20,000,000: 0.15%
- Over $20,000,000: 0.10%
Fees may be negotiable in limited circumstances.
Location
22466 Ventura Boulevard, Woodland Hills, CA, 91364
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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 general partner at Estes Properties, LLC, a real estate investment and development company, since March 2022. He spends a few hours per week managing his personal real estate investment and development.
Employment History
Current Registrations
Tamar Securities, LLC
Previous Registrations
Tamar Securities, LLC
State Registrations2 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.