Joiner Financial, LLC offers portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Joiner Financial also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Joiner Financial also manages a hedge fund, Secured Income Portfolio, LP.
Assets Under Management$52M
Clients80
Advisors1
Avg. per Client$650K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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