Joel Busboom is a registered investment advisor at Joel Busboom Financial, LLC, based in Franklin, TN, with 6 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 12 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. The fee schedule includes the TAMP's fee if a Third Party Manager is used.
Fee Estimator
Location
Franklin, TN
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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.
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Joel is a Small Group Leader for the Engineers Captain Career Course in the Army Reserves, dedicating about a quarter of his time. He is also a Director for Busboom Investments, Inc. and the Owner of The Inspired Workplace, providing financial education and consulting services, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Joel Busboom Financial, LLC
Previous Registrations
Southport Capital
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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.