Advisor at Executive Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Executive Money Managers, Inc.
Location
Marietta, GA
Credentials
Series 65
Industry experience
22 years
Joel Hubbard is a financial advisor with Executive Money Managers, Inc. He holds a Series 65 designation and has 22 years of industry experience. He has been associated with Executive Money Managers, Inc. since 1989 and also operates a CPA practice, Joel Hubbard, CPA, P.C. Outside of advisory work, he serves on the board of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, as well as charitable organizations and business entities, using a fundamental, value-oriented equity investment approach with an emphasis on companies with solid balance sheets and dividend yield.
Based on Executive Money Managers, Inc.
$0 - $250,000: 1.00% $250,001+: 0.50%
$250 per hour, negotiable depending on client circumstances
Account minimum: $50,000
Marietta, GA
Alabama · Florida · Georgia · North Carolina · South Carolina · Texas
Financial Asset Management Systems, Inc.
2002 - Present (24 years)
Executive Money Managers, Inc.
1989 - Present (37 years)
Joel Hubbard, CPA, P.C.
1988 - Present (38 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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