Joseph Bogle is a CFA-designated registered investment advisor at Maven Capital Partners, LLC, based in Atlanta, GA, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maven Capital's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The typical range of fees is between 0.60% and 1.0% per year, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee.
Location
3060 Peachtree Road, Suite 1005, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Maven Capital Partners, LLC
Reicon Wealth Advisors, LLC
State Registrations1 state
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