Joseph Brown is a CFP-designated registered investment advisor at Apforia, based in Virginia Beach, VA, with 2 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, Investment Management. Their firm serves 385 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APFORIA's Tenant Firms/IARs offer investment management services based on a percentage of your portfolio. The annual fee ranges from 0.25% to 2.00% of the value of your investments. The fee is billed either monthly or quarterly. Some Tenant Firms/IARs may determine your fee for investment management as a flat annual fee based on factors other than a percentage of your assets under management. If your investment advisor representative is using an Outside Manager, the above fee schedules (Asset Under Management/Flat Annual Fee for Investment Management) do not include the Outside Manager’s fee.
Location
582 Lynnhaven Parkway, Ste 102, Virginia Beach, VA, 23452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Apforia
Previous Registrations
C.L. Sheldon & Company, LLC
Ahead Full Wealth Management, LLC
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.