Joseph Henshaw is a CFP-designated registered investment advisor at Arc Asset Management LLC, based in Atlanta, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 8 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
900 Circle 75 Parkway, Suite 1430, Atlanta, GA, 30339
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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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Joseph is involved in management consulting, bookkeeping, accounts payable/receivable, and tax planning. The filing does not specify the time commitment for these activities.
Employment History
Current Registrations
Arc Asset Management LLC
State Registrations1 state
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