Advisor at JMF Capstone Wealth Management
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Firm
JMF Capstone Wealth Management
Location
Tuscaloosa, AL 35401
Credentials
Series 65
Industry experience
12 years
Joel Lake is a financial advisor at JMF Capstone Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been affiliated with JamisonMoneyFarmer, PC since 1992, where he serves as a shareholder and CPA. In addition to his advisory role, he dedicates part of his time to accounting and holds oversight responsibilities in related business entities. JMF Capstone Wealth Management serves individuals, retirement plans, trusts, charitable organizations, foundations, corporations, and small businesses. The firm focuses on diversified, long-term portfolios using primarily passive and evidence-based mutual funds and ETFs, and integrates advisory, planning, and pension consulting services through affiliations with an accounting firm and third-party managers.
Based on JMF Capstone Wealth Management
Based on JMF Capstone Wealth Management
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Minimum fee: $5,000 minimum annual fee Fee-only: Investment management fees as described; no commissions
2200 Jack Warner Parkway, Ne, Suite 300
Tuscaloosa, AL 35401
Alabama · Texas
JMF Capstone Wealth Management
2014 - Present (12 years)
JamisonMoneyFarmer, PC
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Series 65
Northport, AL
364 Investing, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®, CFA®, Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®
Tuscaloosa, AL
JMF Capstone Wealth Management
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