Joseph Perry is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
200 W. Madison Ave., Suite 2200, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Financial
August 2023Pending
Employment History
Current Registrations
Assetmark, INC.
June 2025 - Present · 11 mos
Assetmark Brokerage, LLCBroker
June 2024 - Present · 1 yr 11 mos
State Registrations1 state
IL
Advisor
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
No exam information available for this advisor.