Joy Equity Management provides financial planning and investment management services. Financial planning includes a review of personal finances, cash flow, debt management, investments, insurance, retirement, estate, and tax planning. Investment management services are offered on a discretionary basis, primarily using exchange-traded funds and individual securities to build diversified portfolios based on the client's risk profile.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on factors such as anticipated future earnings, additional assets, or account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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