Joseph Parsons is a CFP-designated registered investment advisor at Iam Advisory LLC, based in Easton, PA, with 46 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,591 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAM Advisory's wealth management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. There is a $250 minimum annual fee. Fees are based on the average daily balance of assets under management and are paid monthly.
Location
137 North Second Street, Easton, PA, 18042
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Regulatory History (1)
Customer Dispute
September 2005Employment History
Current Registrations
Iam Advisory LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Iac Advisory Services, INC
Investment Advisors & Consultants, INC.Broker
Pilgrim Planning Associates, INC.Broker
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.