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Joseph Porter

Vanguard Advisers, INC.
4 Years of Experience
Malvern, PA
1 DisclosureBroker
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Joseph Porter is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 4 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.

Vanguard Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
  • Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
  • Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
View Full SEC Brochure

Location

100 Vanguard Blvd, Malvern, PA, 19355

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History

Regulatory History (1)
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Criminal
August 2005
Final Disposition
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Other Business Activities

Joseph is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

Employment History
Current Registrations
Vanguard Advisers, INC.
May 2024 - Present · 2 yrs 5 mos
Vanguard Marketing Corporation
February 2022 - Present · 4 yrs 8 mos
Vanguard Marketing CorporationBroker
February 2022 - Present · 4 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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