Joel Fernando is a registered investment advisor at Trademark Capital Management INC., based in Watkinsville, GA, with 1 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, Investment Management, Retirement Planning. Their firm serves 297 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiable, up to a maximum of 1.25% annually. The actual fee is specified in the client's agreement with Trademark Capital. Fees are billed quarterly in advance, based on the value of the account on the last day of the previous quarter. Some clients may have different fee schedules based on prior contractual arrangements.
Location
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trademark Capital Management INC.
Previous Registrations
Baobab Financial Advisory LLC
Sound Income Strategies, LLC
State Registrations1 state
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