Joseph Uppleger
Joseph Uppleger is a registered investment advisor at Safe Future Wealth Partners LLC, based in Novi, MI, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 61 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safe Future Wealth Partners does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. The total fees charged by the TPIA, including the portion shared with Safe Future Wealth Partners, will not exceed 1.50% of the value of your portfolio per year. Safe Future Wealth Partners may receive up to 1.0% of the fee paid to the TPIA.
Location
41800 W. 11 Mile Road, Suite 201, Novi, MI, 48375
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Regulatory History (1)
Regulatory
May 2023Employment History
Current Registrations
Safe Future Wealth Partners LLC
Previous Registrations
Aegis Wealth Management, INC.
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.